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Nothing in life is to be feared. It is only to be understood.

Understanding why our money is invested the way it is, along with understanding the various potential ups and downs we might face can be helpful in becoming a better investor. Equipping our minds to deal with the potential rigours associated with investing allows us to maintain discipline and ensure we reach our longer term goals. Here you will find our investment philosophy, investment reports and other useful documents.

Publications authored by us & our colleagues

Our Book: Your Investment Philosophy. Available at Amazon

Pursuing a Better Investment Experience

Current Working Investment Philosophy

Survival Guide for Scary Financial Markets

120 Years On The ASX - The Power of Markets

A Successful Investment Experience – Certainty from Uncertainty

Mean Variance Tactical Asset Allocation Process

Equity Strategies Reports

Since 2002, and in conjunction with our licensee, FYG Planners, we have pursued an evidence based investment philosophy. This has the aim of lowering fees, removing unreliable methods such as forecasting or security selection from from portfolio management, while utilising key principles identified by financial academics. These Equity Strategy Reports offer a comparison of the factor based portfolio construction strategy (after fees) we have had in place since 2002 against the relevant market index. 

Equity Strategy Jul 24

Equity Strategy June 24

Equity Strategy May 24

Equity Strategy April 24

Equity Strategy March 24

Equity Strategy February 24

Equity Strategy January 24

Equity Strategy Dec 23

Equity Strategy Nov 23

Equity Strategy Oct 23

Books Worth Reading

Winning the Loser’s Game: Timeless Strategies for Successful Investing by Charles D. Ellis

The Intelligent Asset Allocator by William J. Bernstein

The Millionaire Next Door: Surprising Secrets of America’s Wealthy by Thomas Stanley & William Danko