Our investment philosophy is first and foremost geared towards preserving the capital that is entrusted to us. It is a philosophy shared by our clients, who prefer steady returns to volatile performance.

Our primary objective is to position the portfolio in a way that allows for an absolute return rather than a relative performance to some benchmark. To ensure that we can deliver such a result we apply a strategy where equity weightings can be reduced to levels where risks are still manageable without compromising the aggregate performance of the portfolio. Consequentially we follow a dynamic asset allocation with a very flexible equity strategy with very low or no minimum weightings should we deem it appropriate.

By implementing a strict risk management approach with an integral selling discipline we strive to protect the portfolio from large losses. Nevertheless, the risk management process goes hand in hand with the constant search for profitable investment opportunities to enhance the client's wealth.