Successful investment experience

Our company’s investment philosophy has been developed from more than 20 years professional financial experience and some of the world’s most highly regarded academic research. Our core investment beliefs are summarised below:

  • Risk & return are related

  • Markets work

  • Asset allocation and structure determines portfolio performance

  • Diversification is the only free lunch for investors

  • Discipline is essential

In summary, logic and statistical evidence overwhelmingly favour an investment approach based on these principles. The returns are higher and the fees are lower and people’s investment outcomes are more likely to be achieved.

Investment Portfolio Philosophy

The performance of your investment portfolio and the way it contributes to your lifestyle goals is always our prime concern. Our portfolio construction process for all of our clients must be consistent, and based on the latest academic research available today.

Read our Investment Portfolio Philosophy here…

Helpful resources

From our partner, Dimensional.  Founded in 1981, Dimensional global firms have a long history of applying academic research to practical investing. They offer a full range of equity and fixed income strategies designed to target higher expected returns.

The Power of Markets
This 2 ½ minute video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of the financial markets.

Applying Science to Investing
An introduction to Dimensional for investors, this video underscores how science has transformed every aspect of our lives, including investing.

Tuning Out the Noise
At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.

For more information, please email or call Adam Passwell, Andrew Clegg,  Jeanette O’Connor or Cheyne Whitford on 02 – 4455 5333.