Investment Methodology

1. The Ashburton Investment Approach

This section briefly summarises the key features of the Ashburton investment approach. What are we trying to achieve? How do we go about it? How should we be assessed? read more

2. The Asset Allocation Process

Asset Allocation Process Ashburton is best known for its active approach to asset allocation. This section outlines the step-by-step process by which decisions are made and how they are communicated to our investors. read more

3. The Five Tools of Investment

Five tools of Investment The mainstream investment industry still believes that a portfolio should be fully invested at all times. Ashburton has a different view. We believe that 'market timing' is the best way to generate solid returns and minimise risk. The Five Tools are at the very heart of our active investment approach. read more

4. The Stock Selection Process

Stock Selection Process Although we believe that the key to performance is 'top-down' asset allocation, it must be supported by a rigorous 'bottom-up' approach. This section lays out the attributes that we look for when selecting individual shares. read more

5. Currency Hedging

Currency Hedging Hedging allows us to separate asset allocation and currency decisions. This can be particularly useful when there is an asset that we do like that is denominated in a currency that we don't. read more

6. Benchmarks

Benchmarks Ashburton espouses a flexible approach to performance assessment: one that enables the investor to assess our performance, but does not prevent us from investing in a prudent manner. This section outlines our 'reference point' approach to performance assessment. read more

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