How we apply these principles in investing your money
Although having a sound philosophy is vital, even the best philosophy must be properly implemented to be effective. In order to have a successful investment experience, an investment philosophy must be properly applied.
We add value to the investment management process by focusing on the following controllable factors:
- Applying the principles of Modern Portfolio Theory.
- Maintaining an investment discipline.
- Focusing on factors that drive returns.
- Tax Management - in structuring the portfolios, attempting to achieve the highest “after-tax” rate of return.
- Limiting the amount of trading.
- Effective rebalancing to a target asset allocation.
- Effective management of investment inflows and outflows.
