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Samir Shah
Investment Advisor
- CFA®
"Working together to help you achieve what truly matters to you"
201 County Court Boulevard Suite 402 Brampton, ON L6W 4L2Map
ADDITIONAL CONTACT
Toll Free: (877) 456-2044
Fax: (905) 456-1949
Branch Office: (905) 456-2070
Branch Fax: (905) 456-1949
Additional Information
* We see portfolio management as Marathon, not as 100 meter Sprint. We prefer to be the 'Turtle' in the race.
* First step of investment process is optimum asset allocation. Considering YOUR unique return requirement and risk tolerance, we decide on Strategic Asset Allocation for your portfolio.
* For equity investment, we include fundamental and technical analysis in our stock selection process.
* Over long term, wealth is created by large, bluechip established corporations who have passed the test of adverse economic conditions several times.
* To get included in the portfolio, company has to have strong balance sheet and long history of generating operating cashflow, more than that required for business development.
* Management must be ready to reward shareholders by paying regular dividends.
* We find such companies across the globe.
* We like companies incorporated in a jurisdiction having stringent reporting requirements. However, we like the companies having operations around the globe, including emerging markets. That gives portfolio exposure to high growth of emerging markets.
* We diversify portfolio across different asset classes including alternatives, geographies, sectors, currencies and individual companies.
* Our rule based approach to money management keeps emotions out of investment decisions during euphoria and/or distress.
* Our rebalancing rules are based on the facts that in short term, equity prices may widely fluctuate around its intrinsic value.
* However, prices tend to have 'reversion to mean' characteristics.
* Rebalancing maintains asset class exposure within predetermined strategic range.
* Our tactical asset allocation rules help us change the asset allocation exposure in times of extreme euphoria or distress. These rules are based on fundamental and/or technical parameters. This helps us reduce the risk in the portfolio or position us for higher returns.
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Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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