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Quoting Warren Buffet, chairman of Berkshire Hathaway Inc., and one of the world most successful investors:
"To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What's needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework." |
At WDS, we manage risk through proper diversification by geographic area, sector, market capitalization and individual security concentration and enhance returns by sticking to our “sound intellectual framework”. First, we provide broad market exposure to capture the returns available in all investment markets. Second, we enhance these returns by providing a value-tilt. In other words, we invest a portion of our clients’ assets in securities that may be out of favour and trade at either low relative or absolute valuations. This 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 “hot” sectors, stocks, or markets that may do permanent harm to our client’s portfolios.
We recognize that it is difficult to forecast the future. Your best route to financial success lies in developing a long term investment policy while at the same time having the discipline to stick with it through all market conditions.
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