Investment Approach
Flexible approach
Managing investments throughout a series of economic cycles has enabled us to leverage on our ability to adapt to change in line with market conditions.
Our professionals and their collective experiences helps to facilitate with a flexible investment approach as we strive to anticipate the best course of action for our clients and their assets.
Collaborating business
We believe that a shared approach, through the collaboration of knowledge and expertise, enhances our ability to effectively deliver on our promises as we work to exceed the expectations our clients have of us.
Enhancing asset preservation
As value investors we prioritize the preservation of capital before exploring the potential for gains. We consult contemporary and fundamental research findings to identify value driven opportunities ahead of market recognition.
Margins of safety
Positioning capital with a margin of safety enhances asset preservation until such time the wider market recognizes the potential inherently built into undervalued assets. At this stage we anticipate that natural market forces activate price movements as momentum builds and profits are realized.
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Alternative investment
Diversifying the performance of an optimized portfolio by allocating assets with low correlation to traditional equities and bonds.
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International equities
Equity investment strategies to accommodate the range of the risk/reward spectrum, selected under the rigours of an investment philosophy that prioritize value creation.
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Collective expertise
Our professionals work in a team-based environment as we integrate expertise into a single, powerful knowledge based asset management structure. Analyzing sector specific research across geographies and asset classes, our professionals utilize their discipline based management expertise to develop targeted solutions that meet the investment preferences and needs of each client under our care.
Enhancing asset preservation
As value investors we prioritize the preservation of capital before exploring the potential for gains. We consult contemporary and fundamental research findings to identify value driven opportunities ahead of market recognition.
Positioning capital with a margin of safety enhances asset preservation until such time the wider market recognizes the potential inherently built into undervalued assets. At this stage we anticipate that natural market forces activate price movements as momentum builds and profits are realized.
Flexible management style
Effectively managing assets through this period of increased market volatility requires a skill and intuition developed only through experience and active participation.
Under consideration of a rigorous research process, our research specialists seek to anticipate market movements to identify opportunities as they emerge and to contain the effects of volatile conditions. Proactively managing assets in this way helps us to consistently deliver on our absolute investment returns philosophy.
Custom benchmarking
We do not expect our clients to follow an institutional benchmark or the periodic performance of stock market indices. Instead we provide a measure of performance that is directly linked to client specific objectives. We believe that this approach to custom benchmarking provides each client with a detail examination of how effectively their assets are being managed.
Capitalize on our expertise
Becoming a Birch Century client is as easy as it is rewarding. From the outset we focus on the needs and aspirations of our clients as we seek to determine a number of investment objectives in consideration of client specific circumstances and their appetite for risk.
We believe that the better we know you, the better we are placed to deliver a best-in-class investment experience that serves to exceed performance related and service standard expectations.
What to expect
As an independently managed firm, we understand that the success of our firm is highly dependent on the success of our clients. We continue to place emphasis on the improvement of our services as our professionals go above and beyond to ensure that Birch Century maintains it's status as a leading provider of choice.
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