Investment Philosophy
Our investment philosophy is based on getting the most from your money while managing the risks. It comes down to three key platforms:
- Active Management - we deviate from the benchmark in both asset allocation and stock selection to achieve strong returns.
- Intensive Research - every investment decision is supported by detailed analysis and research.
- Managing the Risks - we apply strict risk controls and make sure our strategies take into account any downside risk.
Our Investment Approach
We believe active management can give better investment returns than strictly relying on benchmark returns. In aiming to achieve superior returns, we may take positions from time to time that deviate from the benchmark, through asset allocation and stock selection.
Research is not an art, but a science. All our investment decisions are supported by detailed analysis of the securities and the key financial markets, with an eye on the global perspective.
Risks are managed. There's no gain without possible pain, but we apply strict risk controls to minimise the exposure to downside risk. We use processes that make sure the strategies we adopt for the trusts take into account potential risks to those trusts.