Investment Newsletter September 2013
A Balancing Act By Mike Deverell Investment Manager
There are plenty of reasons why we’re called Equilibrium Asset Management. We try to take a balanced view of the world, make rational decisions, and weigh up the risks and rewards of potential investments. We will always invest in a mixture of assets and, whilst we’re willing to back our convictions about individual investments, we are always aware that we can be wrong. We will never bet the house on a single asset class, fund or stock, because if we are wrong the results could be catastrophic. We will balance out riskier positions where we believe in the potential rewards, with lower risk assets which we expect will cushion volatility.
We have no bias for or against any single asset class. We will review all that we think are potentially investable, look at the possible returns and the chances of losing money, and adjust a portfolio accordingly. We will rarely eliminate an asset class in its entirety, but are quite happy to do so if we think the risks are too high. In short, we take reasoned, rational decisions based on facts. If the facts change, we change our minds.
Equilibrium Asset Management LLP (a limited liability partnership) is authorised and regulated by the Financial Conduct Authority. Equilibrium Asset Management is entered on the Financial Services Register under reference 452261. The FCA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters. Copyright Equilibrium Asset Management LLP. Not to be reproduced without permission