Investment
PHILOSOPHY
Our investment philosophy is based on the belief that consistent outperformance is a result of investment decisions that incorporate research, experience, insights and diverse perspectives from a wide range of sources.
We also form long-term partnerships with best-in-breed specialist external managers who invest with us for our clients.
“We partner with investment managers who are less bound by their investment mandates, meaning they can act quickly, in order to be proactive as opposed to reactive, and get ahead of moving markets.“ – Clayton Larcombe
Our
FUNDS
Our core managed funds are diversified and built based on risk profile.
We also offer a number of other funds, some with a focus on certain asset classes. Get in touch to learn more about our portfolio options.
Each fund invests in a range of direct and indirect (managed funds) assets in an allocation which reflects the fund’s individual objective.
We actively manage allocations to individual assets and fund managers within each fund, in line with prevailing economic and market conditions, in order to achieve the fund’s objective.
