Investment Philosophy

Walden Capital believes in harnessing the returns of the market through a structured and disciplined approach over the longer term.

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Our investment philosophy

A structured, disciplined approach

No one can control or second guess the market’s direction and very few managers can consistently beat the market over reasonable periods of time. Walden Capital believes in harnessing the returns of the market through a structured and disciplined approach over the longer term.

Ultimately it is not timing but time in the market that is important.

The bedrock of our strategic investment plan is the Walden Capital investment portfolio process built using tried and tested institutional methods still rare in the retail space.

 

 

 

A genuine modern-day IFA.

M. B. RETIRED EUROPEAN COO

More risk can bring more reward

Markets are a product of capitalist society; if you take a risk with your capital you are entitled to share the rewards, but you may also have to accept losses. We believe it is impossible to improve your investment return without taking more risk.

Of course, there is good risk and bad risk; higher exposure to the right risk factors leads to higher expected returns, although it cannot guarantee them. Examples of good risk factors include: smaller companies outperform larger ones and value stocks tend to do better than growth stocks.

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Walden Capital believes in harnessing the returns of the market through a structured and disciplined approach over the longer term.

Diversified portfolios

We don’t hold individual stocks or concentrated funds of only 40–50 stocks. Instead we invest our clients’ assets in diversified portfolios containing thousands of investments, including the shares and bonds of many companies and governments around the world.

This diversification produces, on aggregate, less risk in our portfolios. Although diversification cannot insure an investor against loss it can help prevent large losses.

Controlling what can be controlled

Unnecessary high costs and tax inefficiency can significantly reduce your net investment returns and future wealth. We aim to control these factors while ensuring effective asset allocation, which can be responsible for more than 80 per cent of a diversified portfolio’s return patterns over time.

The Walden Capital investment philosophy harnesses returns through a structured and disciplined long term approach. We take a contrarian view to those looking at short-term trades, using asset data from the last 10 years to help maximise fund returns for each level of risk. Our research and analysis show that it is not timing but time in the market that is important.

History shows that periods of economic growth last much longer than periods of recession hence exposing the risk of being out of the market. This is a concept not recognised by all investors but one which can have a huge impact on long-term returns.

Appreciative that the one size fits all approach is outdated and impractical; our investment philosophy is forward looking. Able to remain focused, keeping our head while many around us lose theirs, we can deliver the long-term returns our clients crave. 

While it’s essential to retain our core investment philosophy, we also adapt to changing times, new modelling techniques and client needs.

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We are independent, our advice is impartial and our fee structure is transparent. Our approach is simple: we build trusted relationships and focus all our energies to build personalised strategic plans to meet our clients’ individual needs. Helping you achieve your life goals, whatever they may be.

If you’d like to find out more, or learn how we can help you reach your investment goals, get in touch.

(+44) 1799 521017

[email protected]

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

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