Objectives & Strategy

Our investment objectives serve as the guiding beacon of our investment strategy. We have consistently embraced the two vital objectives that are important to successful investors: profits (making money), and protection of capital (keeping it). Both are essential to long term investment success.

Investment Strategy

Our investment strategy embraces a balanced approach to investing, relying upon a diversified mix of both stocks and bonds. The implementation of our investment strategy harnesses the brains, research and abilities of a select team of the best balanced fund managers with objectives similar to ours.