How we manage money
Is managing money an art or a science? We definitely lean more towards science
Our seven guiding principles have stood us in good stead, particularly during tough economic times.
We believe that to do something properly, you have to have a plan. In our case, that means a long-term investment plan for each portfolio. Our teams are structured to fulfill this plan, and identify any short-term tweaks we can make. Our process ensures that each decision is carefully considered, monitored and reviewed.