Savings & Investments

Nobel Prize Investment Strategy

Most investors seem to worry about picking the right stocks, and buying and selling them at the right time. Abundant research on more than £500 billion of investments shows that it is very difficult, and lack of expertise generally means most private investors take above average risks for below average returns.

A Much Better Strategy

Concentrate on building an investment portfolio that has a balance among asset classes - stocks, bonds, property and cash. This can be done by applying some of the practical ideas of economists Harry Markowitz and William Sharpe, who won the 1990 Nobel Memorial Prize for Economic Science. Their ideas are known as ‘Modern Portfolio Theory.’
The Modern Portfolio Theory helps an investor toward his or her financial objectives, while minimising both risk and investment expenses. It guides many investment managers and other institutional portfolios around the world.
A word of caution, however, some less experienced investment advisers believe that you can literally apply all the findings of Modern Portfolio theory (MPT) to making investments. You cannot! In the real world the detail breaks down –what we do is take some of the best ideas of MPT as a basis on which to build good long-term portfolios.

Having a Process

We have a thorough investment process that takes away some of the risks associated with investing.

We do not want to take unnecessary risks with your money – we want you to remain a long-term client.

We avoid speculative high risk investments
We avoid fad flavour of the month investments
We avoid highly illiquid investments.

We tailor a portfolio to your needs and look for good long-term results.

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