Investment philosophy

We believe that long-term investment performance can be achieved through a disciplined investment strategy combined with effective management.

Our core beliefs regarding effective investment management include:

  • Risk and return can be proportional to each other.
  • Investment performance should be judged over a long period of time and on a risk-adjusted basis.
  • Diversification among asset classes, risk factors, and economic factors can potentially reduce both volatility and individual risk and may improve long-term risk-adjusted returns; however, diversification and asset allocation do not ensure a profit or protect against a loss.
  • Risk associated with one asset should be viewed from the perspective of an entire investment portfolio and how the asset fits into the portfolio.
  • Rebalancing is an essential strategy of long-term value investing. However, rebalancing is hard to implement as it challenges most investors’ tendencies to continue to invest in line with current market trends.
  • Tax liabilities, transaction costs and fees can be harmful to overall performance and should be incurred efficiently and with transparency.

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