Investment process

Markets are faster and more volatile than ever. In times like these, successful investing requires sound fundamental analysis of the global investment climate combined with a broadly diversified approach that includes exposure to asset classes beyond just stocks and bonds. Furthermore, analysis of the emotional underpinnings that drive different markets and an understanding of the correlations between different asset classes leads to a dynamic investment process designed to shift capital between asset classes and investment styles as market conditions warrant.

Using the RBC Capital Markets asset allocation models and modern portfolio theory as the foundation for the portfolios I manage, I develop a baseline asset allocation for my clients based on a combination of their return expectations and more importantly, their appetite for volatility. Each of the underlying asset classes in the portfolios is closely monitored for indications of rising or declining trends developing, and the portfolio allocations are adjusted accordingly.