Weighing up value vs quality & growth
These models allow us to rapidly evaluate value in a volatile environment and make investments when the risk-reward ratio is at is most favourable. Our models allow us to see beyond short-term volatility giving us a better perspective of long-term value and give us greater conviction when making investments. We combine this stock-picking engine with quantitative asset allocation and risk management to further improve the risk-reward ratio of our portfolios.
We combine this systematic approach with experience and sound judgment to create wealth for our clients. Our approach has been so successful that we have been awarded 5 Plexcrowns and have on average outperformed our benchmarks by over 5% per annum.