Understand this investment strategy, how it is differentiated from competitors and the benefits to you as a self-directed investor.
September 2021: an update from investment manager Martin Connaghan
Like the concept of perpetual motion or a limitless credit card, the fallacy of belief that equity markets must always rise enters the investor psyche from time to time, usually with painful consequences. The very long term trend may indicate otherwise, but the year-to-year oscillations of most stock-market indices suggest the risk to capital loss is never far away. Such risks come in various guises, from unrealistic expectations to irrational exuberance and a raft of unpredictable outcomes in between. So as the world emerges from the pandemic along an unfamiliar economic path littered with punitive debt burdens, rising inflationary pressures and unpredictable political change, great caution is warranted. Against such an emerging backdrop, our investment strategy remains diversified, differentiated and income focused with a bias towards quality businesses delivering sustainable cash flows.
A high conviction global portfolio built with the potential to grow capital and deliver a strong and rising income
The aim of the Company is to achieve an above average dividend yield, with long term growth in dividends and capital ahead of inflation, by investing principally in global equities