Investment Methodology
We believe that the secret to successful investing lies in diversification, which reduces overall risk, combined with an active management style which is applied to all our products. We aim to provide impressive results with low volatility. This is the basis of our long-term approach to investment management.
Investment Philosophy
Ashburton has over 25 years' experience in all types of market conditions, leading to an in-depth understanding of what is required to meet our clients' needs and expectations. Our longstanding reputation has been built upon the achievement of consistent results over the long term and a strong commitment to communication and transparency in everything we do.
Investment Process
Studies show that over 80% of performance can be attributed to the asset allocation decision, with the balance coming from stock or individual asset selection. Creating the perfect blend of equities, bonds, cash, currencies and alternative assets has a greater impact on overall performance than individual securities selection.
Equity Investment Process
The Ashburton stock selection process uses both qualitative and quantitative assessments, with the key tenet being value. We overlay these fundamental disciplines with a thematic approach at sector and industry level.
Bond Selection Process
Our fixed income portfolios are generally internationally diversified, seeking to overweight those bond markets that are perceived to offer the best value on a risk-adjusted basis.
Currency Management
We apply an active approach to currency management for our multi-asset and fixed income products. The strategy attempts to expose portfolios to the right currency (including base currency) at the right time and is tailored according to each product mandate.
Risk Control
Risk control is an important part of the Ashburton methodology and helps to prevent unpleasant surprises. Risk is controlled in a number of ways.