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Our main goal is to provide customized solutions for our clients. We do not “compartmentalize” our clients into predetermined portfolios. Instead, portfolios are tailor-made to meet the unique investment needs of the each individual client.
Where appropriate, client accounts hold individual securities as opposed to pooled funds. This allows us to be as tax and cost-effective as possible. We are a value-oriented firm blending three complimentary investment styles. All three styles favour value securities while providing some growth exposure. Our overall blended style is a combination of value/growth at a reasonable price, value/income oriented, and structured passive asset class investing. Value-oriented investment managers have consistently provided clients with returns in excess of the overall market.
The aim of the discretionary portfolio management service is to achieve an attractive return over time given an acceptable level of risk. This can be accomplished in equities through the consistent, disciplined, and patient process of comparing the market values of public companies against their long-term intrinsic value.
Opportunities and risk are monitored and investigated on an ongoing basis. Equity investment decisions are made based upon thorough research, using a combination of external investment reports and internal analysis, and sound business judgment and experience. Information sources include investment dealers’ research reports, investor information subscriber services, and public company sources.
Fixed income securities have historically provided less volatile investment returns than equities. Our strategy is to use government-guaranteed fixed-income securities and high-quality corporate debt instruments diversified by maturity date in portfolios. Income-oriented investors generally rank the investment objectives of income and safety of capital significantly above the other objective of long-term growth in capital.
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