We are long-term investors focused on delivering growth and value.
Initially, we select countries, regions, and industries where we perceive favorable economic conditions. Our analysts base their selections on a review of macroeconomic indicators such as demographics, political stability, and monetary policy.
After identifying broad areas of interest, we narrow our scope to a select group of companies and apply our proprietary research methodology to each selection. By carefully selecting companies with favorable profitability, stability, and leadership, we believe we can enhance performance in client portfolios.
Aiming to maximize returns, our advisors wait for what they determine are favorable buying conditions. Cash may be held in short-term fixed income investments until the company identifies opportunities that meet its standards.
As long-term investors, we rarely sell holdings once purchased. However, the company may partially, or totally, liquidate positions if advisors believe they are extremely overpriced, or if a company's outlook changes. Once fully invested, diversified portfolios typically hold 100 or more positions. Our process also includes monitoring holdings and providing investors with valuable insight on their investments.