Traditional Strategies

Our investment philosophy naturally extends to the publicly traded, traditional markets. Usually comprised of stocks or bonds, the scope of where we seek traditional opportunities is vast and we do not allocate based on location or size. This means that we diversify globally and across various market cap sizes. As value investors, we search for good quality securities that are “on sale” - trading below their intrinsic value. Preserving capital, providing effective market diversification and reducing costs are key objectives to ensure clients accessing our traditional strategies receive excellent returns for the risk taken.

 

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Non-Traditional Strategies

Non-Traditional investments are often referred to as alternative investments. This category of asset is typically outside the scope of traditional bond and stock markets. Some common examples include: hedge funds, real estate assets, commodities, private equity, and infrastructure projects. Non-traditional investments are often characterized by illiquidity, high barriers to entry and strong absolute returns. They generally do not react in the same way as traditional investments and this uncorrelated volatility is a compelling reason to include non-traditional investments in a diversified portfolio.

 

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Hybrid Strategies

Our hybrid strategies offer a combination of both our traditional and non-traditional strategies. The blend of strategies allows us to take a ‘no limits’ view in our search for opportunities and enables a best of the best approach. Since the assets under each strategy tend to be uncorrelated, diversification is improved and risk is reduced. If investment value is available, we want to harness it wherever it is located. 

 

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Finding Balance: Young Families Edition

Raising a young family is challenging and when you throw into the mix the associated financial costs, it can become overwhelming. We have put together a few thoughts on how to survive those ‘crunch years’ and perhaps even set aside some extra funds for retirement. An ambitious goal? We will let you decide.

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