- Our philosophy is centred on delivering predictable outcomes through a disciplined portfolio construction process.
- We take a controlled risk budgeting approach which aims to generate consistent returns to satisfy the financial objectives of our clients within their investment horizons.
- Our ultimate goal goes beyond beating the benchmark or peers; we aim to get clients on the route to their financial destination with the highest probability of success.
- In our view, investing using a multi-asset framework offers the best opportunity to benefit from imperfect correlations and create an all-weather, full-cycle solution for clients based on their unique needs.
- Our team has more than 15 years of experience assembling portfolios using equity, fixed income and alternative asset classes from around the globe with the objective of maximizing risk-adjusted returns.
Power of Partnerships
- We believe that a strategy which includes diversification on multiple levels, including amongst the underlying managers who pick stocks and bonds, will maximize the likelihood of investment success.
- We use a delegated, multi-manager investment model that allows our clients to benefit from the expertise and specialization of many different portfolio management teams in a single solution.
Total Return Approach
- We believe active management stretches beyond the practice of stock selection. We also strive to identify and manage all the factors that can influence an investor’s total return, including but not limited to asset allocation, factor exposure, sector weights, market risk and currency exposure.