We offer a variety of account options for clients - both fixed-fee and commission based - that are suitable for clients seeking a diverse yet contrarian value-based strategy. We employ both short and intermediate term approaches that are respectively responsive both to short-term market trends and intermediate macro/global economy events. Likewise, we also use a lot of technical analysis to complement our macro outlook when investing. We are not “buy and hold” investors as this has proven to be extremely detrimental to many portfolios in the last years.
Ideally our portfolio strategy is a combination of asset classes in world equities, ETFs and fixed income. We often add exposure in asset classes like emerging markets, energy, precious metals, base metals and overall commodities which many other asset managers either do not understand or do not provide. We have been in the commodity sector for many years. In addition, for some clients we may run an options overlay to also add managed-risk value to a portfolio.
In sum, we wish to develop long-term and profitable relationships with our clients and to fine-tune your investment needs with our successful strategies and market outlook.
Our main client drivers are and will always be :
- Independent Thinking & Strategy
- Risk is managed
- Our goal is a return of 10%+ per annum. Return goals can be adjusted and are therefore dependent upon the client’s risk profile
- No conflicts of interest as is often the case with large banks and institutions
- Profitability
- Open Door Policy for Discussion with Clients
