“The important thing about an investment philosophy is that you have one you can stick with”.
- David Booth.
How We Invest:
We invest across the global equity market
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Asset Allocation.
“The most important thing you can have is a good strategic asset allocation mix. So, … have a balanced, structured portfolio – a portfolio that does well in different environments…”. - Ray Dalio
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Security Selection.
"We don't prognosticate macroeconomic factors, we're looking at our companies from a bottom-up perspective on their long-run prospects of returning." — Mellody Hobson
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Risk Management.
"It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong." — George Soros
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Rebalancing.
Rebalancing matters because…
