Independent Thinking

Independent Thinking

Independent thinking is central to our investment philosophy. We have no time for hype, and clients should not expect to find the latest investment fashion in our portfolios: we will definitely not have bought it. We start by identifying the markets or strategies that have provided good returns over the long run, based on our knowledge of the academic research; we then use mathematical techniques to combine them into portfolios; and lastly, we look for funds to provide the specific strategies that we want. We are active searchers for funds that meet our criteria.

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