Why Choose Us

Three core Beliefs
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Evidence based

We invest based on evidence. Our starting point is always with a low-cost index tracking portfolio. We only allocate to actively managed portfolios with clear evidence of alpha attributed to skill

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Unemotional

We aim to make decisions without emotion and based on facts. Our team-based approach encourages healthy debate and an openness to divergent views

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Process driven

Our well-articulated investment process guides our every move

Implementation

Our 3 pillared Investment Process is a well-articulated and repeatable guide to every decision we make

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1

Portfolio Objectives and Constraints

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Our process starts by defining the portfolio under consideration’s risk and return objectives and constraints.

2

Investment Strategy

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We optimise the portfolio specific investment strategy so that it speaks to the objectives and constraints defined under pillar 1.
• Asset Allocation
• Strategy Selection
• Manager Selection

3

Portfolio Monitoring, Trading and Reporting

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Pillar 3 outlines the ongoing portfolio management process.