Our Portfolio
Our investment strategy is designed to deliver a
well-balanced and globally diversified portfolio
that will maximize sustained long-term returns
without incurring undue risk. We developed our
investment strategy with a long-term view in mind.
It is structured to be resilient in the face of
wide-ranging market and economic conditions. It
covers all major asset classes, controls significant
risk factors and encompasses approximately 30
distinct investment programs. With this approach
we’re able to achieve the right balance of risk and
returns while seeking to add significant additional
value through active management. Our goal is to
achieve sustainable returns over the long term for
the benefit of the Economy.
In selecting investments to add to our portfolio, we always:
-maintain a long-term view;
-benefit from general economic growth by taking on an appropriate amount of equity risk;
-choose investment programs and asset types with distinct underlying drivers of return and risk;
-avoid being overly dependent on returns in any one country, currency or region; and
-invest strategically as economic and market conditions change.
-Our approach is based on a carefully designed investment framework, the active management of the portfolio by our skilled internal and external portfolio managers and a disciplined total portfolio view.
We believe businesses with exceptional products and services can create a virtuous circle of customer loyalty, pricing power and financial strength that allows them to prosper and grow whichever way the economic winds are blowing. The characteristics we look for can become self-reinforcing, giving companies the power to reinvest back into the business, stay at the forefront of their industries and continue to grow year after year. That can make a big difference to their value over the long term.
In selecting investments to add to our portfolio, we always:
-maintain a long-term view;
-benefit from general economic growth by taking on an appropriate amount of equity risk;
-choose investment programs and asset types with distinct underlying drivers of return and risk;
-avoid being overly dependent on returns in any one country, currency or region; and
-invest strategically as economic and market conditions change.
-Our approach is based on a carefully designed investment framework, the active management of the portfolio by our skilled internal and external portfolio managers and a disciplined total portfolio view.
We believe businesses with exceptional products and services can create a virtuous circle of customer loyalty, pricing power and financial strength that allows them to prosper and grow whichever way the economic winds are blowing. The characteristics we look for can become self-reinforcing, giving companies the power to reinvest back into the business, stay at the forefront of their industries and continue to grow year after year. That can make a big difference to their value over the long term.