Investment Philosophy

Investment Philosophy

Our investment philosophy has been heavily influenced over the past 20 years by the Nobel Prize-winning work of Eugene Fama. Fama is often referred to as “The Father of Finance”, best known for his work on portfolio theory, asset pricing and stock market behaviour.

We help you build higher than expected returns using advanced portfolio structure and implementation. Through deep working relationships with leading financial economists, we apply academic research to practical investment strategies to help investors benefit from what the capital markets have to offer.

Our evidence-based approach helps you minimize costs, diversify your portfolio and build effective tax strategies. We show you how to take on only the amount of risk you need in order to achieve your financial goals, and we help you understand the evidence behind it all. Together we safeguard your financial future.

Our goal is to deliver an outstanding investment experience to every client.