Our Investment Philosophy

“An investment in knowledge pays the best interest” Benjamin Franklin

Our investment approach is grounded in economic theory and backed by decades of empirical research. Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself. Leveraging the collective knowledge of its millions of buyers and sellers as they set security prices. Trusting markets to do what they do best, drive information into prices. Our focus is on how we interpret the research, how we design and manage portfolios and how we service our clients. We take a less subjective, more systematic approach to investing. An approach we can implement consistently and investors can understand and stick with, even in challenging market environments.

At face value our approach may appear boring and less attractive than alternatives, however it is proven to work and a more sensible way to invest your funds. Even though we are across the latest investment trends, we don’t get caught up in these and speculate with your money. We focus on the things we can control and construct portfolios that are evidence based (underpinned by decades of research and data). We don’t gamble with your money and we don’t believe you should either.

Benjamin Graham, Warren Buffett’s mentor, is well known for saying “to invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”   When constructing your own intellectual framework, the evidence suggests following these key principals will provide you with a much greater probability of success.

Pursue a better investment experience with our key principles to improve your odds of success below