Philosophy
Our philosophy and investment strategy is guided by our 6 main principles
1. Market Risk
While maintaining the need for profit, we concentrate heavily on reducing the risk of capital loss to maximise returns, prioritising our efforts towards profit over the medium to long-term period.
2. Research
We are meticulous in our research into both macro and micro economic factors and company fundamentals.
3. Timing
We aim to buy the right stocks at the right time by understanding the markets and identifying value.
4. Discipline
We follow our own V.E.S.T strategic parameters when choosing our stock and/or bond portfolios.
5. Protection
All our funds are under the regulatory framework of UCITS which maintains minimum standards for our portfolios for liquidity, rules on fund management, diversification, service provider administration, and protection of assets to name a few. They are seen as safe and well-regulated, furthermore, according to the European Commission they account for around 75% of all collective investments by small investors in Europe.
6. Diversification
The portfolios we offer are well diversified, whether that be by sector, industry, country, asset class, market capitalisation, term-length, etc. We do this in order to minimise systematic risk, allowing your investment to grow organically.
