Portfolio Management
Why choose Dart Capital as your portfolio managers?
We are confident that due to the clear understanding that we have of our clients’ requirements, we can produce risk adjusted returns that meet their aspirations. We achieve this by investing across all asset classes and by applying a disciplined asset allocation process. By investing in an actively managed portfolio of equities, bonds, and less correlated assets in the shape of alternatives, we believe that we can achieve competitive returns whilst keeping the inherent risk of a portfolio at sensible and agreed levels.
History clearly shows us that the majority of investment returns are generated not from picking stock A over stock B, but from being invested in the correct sector or asset class. This means that we place much of our energy in researching the macro-economic situation and is often referred to as a “top down” approach.
Having arrived at a suitable asset allocation the responsibility then passes to the next stage of our investment process which is selecting funds and keeping their respective performances under constant scrutiny to ensure their continuing suitability. It is critical that we understand why funds are performing in a particular way so that we can ensure the associated risk justifies the returns we are achieving. Any manager demonstrating levels of volatility outside of a stringent set of parameters will be replaced. This ensures that downside risk is minimised, whilst still aiming to achieve competitive rates of return.
Every client is looked after by their Asset Manager who is able to discuss and advise on all aspects of their portfolio and financial planning needs. In addition every portfolio is reviewed on at least a monthly basis by a dedicated Portfolio Manager to ensure its continuing suitability. Any proposed changes are agreed between the Asset Manager and Portfolio Manager prior to implementation.
Contact us now on
020 7283 1117
and ask to speak to Ben Klein