OUR INVESTMENT PHILOSOPHY
At Ngwedi, our investment philosophy is centred around capital preservation. We believe that managing risk, as opposed to returns, is the most effective way to deliver on our clients’ investment objectives. By minimising capital losses and compounding positive returns, we can ensure superior, consistent, stable returns. The compounded effect of these returns over time leads to long-term wealth creation.
Our investment philosophy leads to a disciplined investment process, which combines valuation assessment, asset allocation expertise and fundamental asset class research. Our investment process is a progressive combination of fundamental and quantitative techniques, which leads to a deep understanding of the opportunities in the market.
We don’t believe in trying to predict the future, as we’ve found that forecasting is inevitably prone to noise. Instead, we consider current valuations versus their long-term fair-value, selecting only the most promising investments for you.
Each of our portfolios is carefully constructed to meet your needs. We build portfolios with limited downside risk by including assets that are expected to perform differently over various business cycles. These assets are chosen through our investment process, by modelling various scenarios of possible return and risk outcomes.
We believe that by minimising losses, we can generate superior, consistent returns over time and ensure long-term wealth creation. We minimise losses by recognising the sources of potential risk, which allows us to make objective investment decisions and ensure that the risk we are taking on aligns with your risk appetite.