At the core of our investment ethos and central to our ongoing investment process at Meon Capital, is the understanding that our clients seek reassurance from us at all times, in all market conditions. We believe that market volatility needs to be effectively managed and that the preservation of capital during more challenging times is equally important as maximising opportunity during times of greater positivity. Our investment process is built and operated with the following principles and disciplines in mind and, we would be delighted to demonstrate how these will relate to the portfolio that you entrust to our management: –
- We attest that measures taken to reduce portfolio volatility will lead to superior longer-term performance.
- Disciplined asset allocation is vital in achieving appropriate levels of portfolio diversification, but a policy of allocating to certain sectors purely to “adhere” to industry benchmark expectations is potentially flawed.
- A strategy that concentrates upon keeping ongoing portfolio costs and charges to a minimum where possible is key.
- We operate within a global market. Many emerging economies have already emerged into areas of sustained economic strength and while domestic markets remain a large part of our focus, we are increasingly seeing opportunities arise from further afield.
- Sound fundamental analysis and the avoidance of short-termism, particularly when selecting individual equity situations, are key to any successful strategy.
- The study of price momentum assists greatly with one’s ability to maintain quality situations for longer and to alert one to changes that may signify the commencement of a period of sustained weakness, across asset classes.
- Measuring portfolio risk on a constant basis and recognising that the risk level associated with all individual asset classes will change over time is important.
- Your portfolio is your portfolio and it will be tailored to your own specific wants and needs, including any ethical considerations that you deem to be relevant. We value your input and we are happy to discuss personal views and how they may fit within your risk and investment goal parameters.