Our approach
to investing

We employ macroeconomic and geopolitical analysis to help us identify favorable sectors and, ultimately, individual investment opportunities. While the location of a company’s headquarters is a consideration, the more important role geography plays is in assessing a company’s sources of revenue streams and the economic prospects of those countries and customers.

Balanced strategy characteristics

Generally, our balanced strategy asset allocation is approximately 65% equity and 35% fixed income. Fixed income consists of short- to medium-term corporate bonds and preferred shares. However, we may adjust the allocation between fixed income and equity securities to suit the needs of each individual client.

• Companies incorporated in the strategy are headquartered in developed markets: U.S., U.K., Europe, Hong Kong, Australia and Canada
• We look to include companies with a credit quality of investment grade, with rare exceptions.
• Corporate governance: Invested in jurisdictions/countries with higher degrees of transparency and reliable accounting standards; avoidance of companies with questionable or aggressive accounting tactics
• Social responsibility: No tobacco, gaming, alcohol, etc.
• Minimal exposure to NASDAQ, biotechnology and retailer shares
• Yield is a key component to our investment strategy. Our goal is to exceed the S&P 500 Index yield.