Portfolio Management

Invest with confidence:
Discover the advantages of a fundamental approach to wealth creation

Working with portfolio managers focused on a fundamental approach may offer some strategic investing advantages:

  • In-depth analysis: Fundamental analysis involves a detailed understanding of quantitative and qualitative factors that drive valuations over a market cycle, such as economic and industry conditions, a company’s financial conditions, and a company’s management. This thorough analysis can provide you with a deeper understanding of your investments.

  • Long-term focus: In the short term, the markets are reactionary, but over the long term, market movements reflect changes to fundamentals. We focus on the intrinsic value of assets, aiming to identify investments that have strong fundamentals and the potential for sustainable growth over time.

  • Risk management: Fundamental analysis helps us assess the inherent risks associated with an investment. By understanding the underlying factors influencing a company’s performance, our portfolio managers can make more informed decisions, potentially reducing the risk of significant losses.

  • Valuation insights: Our analysis helps to determine whether a security is overvalued, undervalued, or fairly priced, which can lead to more informed buy or sell decisions, based on the strategic attractiveness of the investment.

  • Adaptability: We stay abreast of changing conditions in world markets and macroeconomic trends that impact the economy’s overall health. By continuously evaluating fundamental factors, we can adjust portfolios to capitalize on emerging opportunities or mitigate risks.

  • Customization: We can offer a personalized investment strategy that can help you achieve consistent long-term investment returns, taking into consideration your portfolio objectives and risk tolerance.

Synergy Investment Committee

Our Investment Committee comprises seasoned wealth professionals and analysts who regularly meet to review investment policies, including economic, asset allocation, and portfolio construction strategies. We strive to provide sophisticated, global investment guidance to clients like you based on fundamental investing principles but with an eye toward global and market conditions.

Meet Your Investment Team