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  • Writer's pictureKevin Burrows

Asset Allocation

  • Our investment process involves assessing the relative merits of allocating within and between the four broad asset classes: Equities, Bonds, Alternatives and Cash

  • Many inputs go into our allocation decision-making process. Part ‘art’ and part ‘science’, the evaluation of these indicators determine our asset class weightings versus our benchmarks

  • Our analysis considers valuation measures, macro factors and sentiment indicators. We also look to take advantage of investment themes which we feel are not widely considered or whose outcome is uncertain. Finally, technical chart analysis assists with making short-term trading/allocation decisions

  • Having set the top-down allocation, investment analysts research appropriate funds to fulfil asset allocation and thematic requirements and make recommendations to the Investment Committee

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