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Experience
Successful money management is not easy; it requires professionalism, knowledge, patience, and a healthy dose of skepticism, much of which can only be gained by having experienced the many cycles of the security markets. Our key portfolio managers each have over 30 years experience in investment management and have lived through many bull and bear markets.
The starting point is education and all our key decision makers are either CFA charterholders or have passed Level 1 of the CFA Examination. The CFA designation is globally recognized and attests to the charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. The CFA Institute Code of Ethics and Standards of Professional Conduct are embraced by our firm, and guide the behavior of all our professional staff.
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