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Investment Management

We manage segregated individual portfolios for high net worth individuals and families, corporations, trusts, foundations and endowment funds. Before the onset of managing any portfolio, we conduct a thorough review of your circumstances, goals and needs, in order to develop a clear mandate and direction.

Our investment management principals are based on fundamental approach. We generally do not invest in resource based equities as our research has shown that resource equities do not add value over non-resource equities but add volatility over the long term. We view every equity investment in shares as a business. We start with identifying companies that have strong fundamentals and are valued reasonable to their business fundamentals. We review each of the companies that we have identified on their economic, financial and strategic merits before we invest to ensure that the companies will have long term viabilities and have limited risk.