Why we prefer active investing
Investment markets are in a state of constant change, therefore we adopt an active approach to investing. This allows us to take advantage of investment opportunities as they arise and manage risk along the way.
Our key investment principles are:
Our overarching aim is to grow your wealth over time.
As markets change, we constantly re-evaluate our investments to achieve the best outcomes.
We take advantage of investment opportunities as they arise and seek to minimise downside risk when markets are less favourable.
We interact with hundreds of companies each year to assess where your money should and shouldn’t be.
We research investments to identify potential opportunities others may not see.