All of our assertions and actions are supported by rigorous and robust research. By analysing past data we have developed an innovative approach to investment that can identify and avoid episodes of severe market drawdown and provide sustainably superior returns.
Our investment attitude requires a pragmatic, transparent and practical approach to identifying the nature of the current situation (we prefer to “observe and infer” rather than forecast outcomes) in asset markets, and uses this to allocate between asset classes. Our approach combines secular valuation elements with cyclical elements to enable us to capture, and hold, market gains over the course of the investment cycle. We are committed to putting our client interests first and prudently investing their money. We design and manage portfolios with this in mind.