The pool of global investment markets is very large.  We have developed long-standing relationships with best in class investment managers both domestically and globally to ensure the best ideas and strategies are included in our client portfolios.  In addition we maintain strong relationships with key industry experts that provide us guidance on a broad range of business, investment and macroeconomic issues.

Unlike most institutional portfolio managers, we do not blindly track benchmarks or indices and therefore our portfolios do not replicate benchmark or index weightings.  Because we do not focus our attention on beating a benchmark, we do not have to stay fully invested at all times.  Instead we target a realistic risk adjusted net return (measured against inflation) for each individual client portfolio through the investment cycle.  

Understanding that markets can fluctuate and may be inefficient in the short term is crucial to controlling emotional biases that underpin most investors decision making.   By controlling our emotions, we can take advantage of mis-pricing in markets, when fear or greed drive investor behavior.  Such situations provide excellent opportunities to build quality long-term portfolio positions or alternatively reduce risk.