Understanding Investing

This is why we begin every client relationship with a thorough discussion about their goals and

aspirations, their hopes and fears, and their willingness to take risk.

We then work with each client to create a

long-term financial plan designed to meet

their objectives. It’s only after doing this,

that we begin the discussion about what

kind of investment is suitable for you.

Our key ethos is to construct our

client portfolios based on

extensive academic evidence of

what drives returns in the capital

markets.

Unlike many others in the financial

industry, we don’t follow the flavour of the

month. We don’t react to the dayto-day

movement of stock prices. Instead, we rely

on robust empirical evidence about how

best to capture long-term returns.  

Our approach to investing is

founded upon Nobel Prize

winning academic research based on the works of Gene Fama and his colleague Ken French.

The result is a range of low-cost, evidence-based, globally diversified portfolios, which are designed to capture the capital market return over the long-term. While eliminating unnecessary costs, inefficiencies and anxiety for our clients.