For some clients, the priority is to reduce the impact of the volatility inherent in financial markets, for a greater chance of positive returns independent of market cycles. The approach we would recommend for those focussing on that outcome is our All Weather strategy.
At the heart of this strategy is the objective of protecting the real value of investors’ capital and increase it over time – with lower volatility than pure equity investing. It cannot remove all risk from investing, but the aim is to mitigate this as far as reasonably possible against sustained shifts in the economic environment, by constructing a truly diversified portfolio.
What is “All Weather” Investing?
In our view, the key elements to a successful All Weather strategy are:
We have a long-standing track record in managing All Weather portfolios. We believe our time-tested style and robust process give our clients comfort that their assets are in professional stewardship.
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