Investment Philosophy

Investment Philosophy

The investment strategies used are underpinned by the following:

  • In the Long-term, Markets follow Economic Cycles. Economic behaviour tend to be cyclical in the long term, which can present opportunities.

  • These cycles may take many years to complete. Short-term market behaviour has little bearing on long-term market performance.

  • The market is emotional and short-sighted in the short term. These market volatility provides short-term and long-term investment opportunities.

  • Short-term Investment Management can compliment a Long-term Strategy. A long-term strategy can work alongside a short term strategy, as long as long as the underlying methodology do not conflict.

  • Cross correlation of assets can improve the long-term efficiency of a portfolio. Increasing the Alpha of a portfolio is an efficient way to improve the long-term return for a given estimated volatility.