It is important that prospective clients understand our approach to investment, and how we shall advise upon and manage their investments. For this reason, we want to be transparent and fully disclose our internal Investment Philosophy to those who wish to read it. The attached pdf file is not meant to be used or relied upon by any investor: it is not a charter for “DIY” investors.
We cover such matter as our guiding principles on: risk profiling and asset allocation; weightings to property; dollar cost averaging; modern portfolio theory; and our tilt to value. Our approach to direct share investment is discussed, touching: target stocks; small cap exposure; turnover; portfolio concentrations and taxation, and the most important issue of all – portfolio monitoring and communication with the client.
Further details on Investment Philosophy
(pdf document 1.3mb)
Additionally, we make available a booklet from MLC outlining their approach to multi-managing investing as employed under our Fund Advice service
"The MLC Difference"
(pdf document 515kb)