More Related Content Similar to Learn after lunch - Our investment philosophy (20) More from Informed Choice (10) Learn after lunch - Our investment philosophy1. Learn after lunch –
Our investment philosophy
Martin Bamford CFP FPFS
Chartered Financial Planner
2. When we make investment
recommendations for our
clients, they are always based
on this investment philosophy.
5. 3. The bulk of long-term returns
come from an asset allocation
strategy.
6. 4. It is possible to add extra
value through tactical asset
allocation decisions and fund
selection.
8. 6. Trying to time the market is a
strategy doomed for failure.
9. 7. The ‘best’ funds display
consistent risk-adjusted returns
combined with low charges.
10. 8. There might be surprises just
around the corner, but history
informs the most likely long-
term outcome.
12. 10. Investors should know and
understand the reasons for
investing in every part of their
portfolio.