Values

Knowledge. Discipline. Integrity. These are the cornerstone values on which WDS was founded and that guide our work. Just as important, they are the values you can count on as a client when you choose WDS as your investment counselling and portfolio management partner.

Knowledge—Developing solid investment strategies starts by having a firm grasp of facts and trends that drive the pricing of securities. We work hard to collect, analyze, interpret and apply information coming into the financial landscape for you. Investment decisions are made based on external reports and internal analysis, backed by experience and judgement.

Discipline—We manage risk through proper diversification. We invest a portion of our clients’ assets in quality securities that may be out of favour and trade at either low relative or absolute valuations. This disciplined selection allows us to potentially capture significant upside return while also attempting to minimize the downside risk. Essentially, the aim of our value-oriented approach to investing is to avoid excessive exposure to any  sectors, stocks, or markets that may do permanent harm to our clients’ portfolios.

Integrity—Unbiased investment advice is the hallmark of what we do at WDS. We are only in the business of discretionary investment management for clients, with no associations that could prejudice our views. Our compensation is derived strictly from management-fee remuneration rather than the transactional or commission-based approach that is used widely in the investment industry. We care about transparency and keeping your costs low. This helps you keep as much money in your pocket as possible. Our portfolio managers adhere to a strict code of ethics and standards of professional conduct administered by the CFA Institute.