Investment Philosophy

The most important thing about an investment philosophy is that you have one.  Our philosophy for constructing client portfolios draws on over 50 years of Nobel Prize winning academic research and 40 years of professional experience.

The Intelligent Investment Advantage™ provides the framework for making investment decisions that will lead you to ultimately achieving your financial goals by adopting the following core beliefs:

• Markets Work. In our electronic world knowledge and information flows so quickly and freely that no-one consistently has a head start on anyone else.
• Risk and return are related. Unfortunately not all risks have an expected return, thus we only seek out rewarded risk.  There is no such thing as a sustainable high return, low risk investment.
• Diversification reduces risk and volatility and enhances consistency of returns.
• Discipline is King. Avoiding short term emotional decisions in both uncertain and prosperous economic climates will determine the success of your investment experience.

Identifying and using these factors does not require us to pick winners, time markets or increase a clients overall portfolio risk.  Rather, we engineer portfolios to give certainty of outcome and financial peace of mind.

This is best summed up by Warren Buffet who once said:

To be a successful investor over a lifetime does not require a stratospheric IQ, unusual business insights or inside information.  What is needed is a sound intellectual framework for making investment decisions and the ability to prevent your emotions from corroding that framework

Video » Jason Fowler - 01:22

Video » The Academics - Nobel Thinkers - 26:19