Fri 18th Apr 2014
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Rothschild


Investment Philosophy
Wealth preservation is in the DNA of our firm and permeates all elements of our investment approach.
We are pragmatic, neither rigidly process driven nor ideologically dogmatic and manage money as if it were our own. With ‘wealth preservation’ always in mind, a number of investment principles inform our investment process:
We invest with a margin of safety and focus on avoiding permanent capital losses through a process that avoids overpaying (valuation), fundamentally unsound businesses (research) and financial risk (leverage). We are unconstrained, and circumvent the conflicts of interest presented by a menu of in-house funds, allowing us to ‘buy investments for clients, not sell them products’.
We invest over a long term time horizon, and aim to limit large drawdowns through genuine diversification and, when appropriate, the use of 'insurance' at the portfolio level (hedges, puts etc). We make a formal distinction between two types of investment: Return and Diversifying assets. Return assets being those that have a structurally embedded ability to achieve real returns, whilst diversifying assets are those we hold to offset risks and reduce volatility.
Our independence ensures that we only choose the best investments.
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