Investment Management

Service Description

We follow a different approach to investing than the typical investment manager. Given our high-quality focus and in-depth fundamental research, we build focused strategies of 20 to 35 securities. The traditional approach, which focuses on short-term price movements and quarter-end earnings results, is to build strategies of 75 to 100 securities to diversify market risk and minimize the impact of individual holdings. Book an appointment to find out more!