Offering Cross-Border Wealth Management Solutions

Investment Philosophy

Owners (equities) do better than lenders (bonds), over time. Equities are for long term security, bonds are for short term security. Most clients will be well served with a mix of both.

Diversification is important and most investors suffer from over-diversification, not under.

Cycles tend to go on for far longer than you think and all cycles end. Make fear your friend – market panics are for buying, not selling.

"Investor behaviour is the number one determinant of lifetime returns.”

Operationally Speaking

We are discretionary money managers - we make all the buy and sell decisions within each mandate and report to you after the fact. As such we have a fiduciary obligation to each and every client.

While there is commonality within our mandates, the resulting portfolios are very different from client to client, reflecting each person's unique aspirations and current needs.

We are in this together – Chris and our senior people are deeply embedded in our investment mandates.

“when I buy for you, I buy for me – same time, same price – sells are likewise” – Chris.

Investment Mandates – Our Portfolio Building Blocks

For the latest quarterly updates on each of the above mandates please see our Insights page. 

Why Dividend Growth Matters?

Chris speaks to the importance of rent cheque (dividend) growth in the wealth accumulation game during this interview:

A Pragmatic Approach to Socially Responsible Investing

Our take on Socially Responsible (or Sustainable) Investing was presented in detail in our November 2020 edition of The Strategist.