bringing your financial plan to life
What is Intelligent Investing™?
The roots of our investment programme come from investment theory and academia drawn from the work and research of three Nobel Prize winners.
We often refer to the way we invest as a ‘systematic’ or ‘evidence-based’ approach. It is a disciplined, rules-based, and unemotional approach to investing.
What are our core investment principles and beliefs?
In a systematic approach, returns come predominantly from markets, not from fund manager skill.
Investing in a broadly diversified portfolio where costs are controlled and kept to a minimum is at the very heart of our investment approach.
Building portfolios for our clients requires research, due diligence and a healthy dose of common sense.
Our investment process is a three-stage model, which we’ve been running successfully for over 10 years.
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More about Investing from our blog
Here at Capital, one of the leading global fund managers we partner with is Dimensional Fund Advisers (DFA). Their founder and chairman, David Booth recently published an article that is worth sharing with you. The
Every year there is an investment winner. One ‘asset class’ that deliver better returns than all the rest. Cash is rarely that asset class. It’s a conversation that comes up regularly in our client meetings
At our core, we firmly believe that adopting a systematic approach to investing is the key to a successful investment journey. Rather than relying on empty promises, we emphasize the importance of evidence-based and logical
The spectacular work ‘Another Place’ by the British sculptor Antony Gormley, of one hundred naked men scattered along 1.5 miles of Crosby Beach in Liverpool, provides a useful twice-daily reminder about hidden risks in the financial world. As