Investment Philosophy

We Advise Clients:

• Be opportunistic, but risk averse. That is, be willing to make small mistakes, but never make a big mistake
• Recognize that comfort and returns are usually uncorrelated
• Missing a party is better than suffering a hangover; patience is a virtue
• It is not what you make, but what you keep - after tax – that matters

Our clients have substantial assets and wish to see them grow, but capital preservation is paramount. Our approach is conservative in asset allocation. Within stock portfolios we are comfortable with concentrated positions which implies a deviation from the market. Though a small firm, we have a global view for both risk management and opportunity.