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11 September, 2018

Pursuing a Better Investment Experience

When it comes to investing there are factors which matter, and factors which don't.  Of those that matter, some are a benefit, and some a cost.  Here we look at what we believe are the top 10 factors for ensuring a good long term investment experience from your portfolio. Some are intrinsic to the investment solution working for you, and we incorporate these as far as we can into our portfolio construction.  Most however are rather surprisingly entirely personal to you, the investor.  The best investment experience is not necessarily the one which provides the greatest return over time, but instead the one which provides you with the greatest sense of personal satisfaction and security.  Successful investment is not a product, it is a process and a discipline.

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by John Stirling


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