A client’s minimum expectation must be to beat the returns available from cash, after all fees and expenses, with no unpleasant surprises.
In achieving this we are generally risk averse but will take risk when we believe the risk-reward ratio is in our client’s favour. To understand any objectives beyond this it will be necessary for us to discuss a client’s requirements in detail, preferably face-to-face. Once we understand our client’s detailed objectives we can build a portfolio to meet those specific needs.
We will take day-to-day responsibility for the management of the assets, but be proactive and clear in all communications. We will take your opinions into account but we are ultimately responsible for performance and have the flexibility to bring all of our resources and experience to bear to meet your needs without prior reference to you.
Flexibility and ability to respond quickly is critical in volatile markets. We will be proactive in pursuing objectives and totally committed to reporting in a jargon-free way. We will be available to discuss progress at anytime and encourage your involvement through regular face-to-face meetings and telephone contact.
We have a disciplined investment process with a history of success and, as independent high conviction managers, we are confident in our team’s ability to deliver performance and are willing to work on performance related fees.