Managing investments and, more importantly, the best interests of our client base, demands a consideration to the effects that currency fluctuations have on portfolio performance.
In pursuit of portfolio diversification, assets are allocated across a range of sectors whose participation is active across a number of geographies.
Foreign exchange research model
Committing to a currency analysis model, we conduct in-depth foreign exchange research to determine whether trading levels can affect the performance of assets acquired in a particular currency.
Assets that may initially appear expensive can often prove to contain attractive levels of value through currency alignments. Traded proactively over the short-term, value can be captured enhancing the impact of satellite allocations as part of a diversified portfolio.