Ben Edwards, CFA retweetledi
𝗦𝗼, 𝗛𝗼𝘄 𝗛𝗮𝘃𝗲 𝗢𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱?
After the Great Financial Crisis of 2007–2009, my colleagues and I embarked upon a complete review of our investment strategy and the advice we offered to clients.
Before that, we had been recommending active managers and discretionary fund managers, believing that the 'experts' would be able to use their skills and resources to successfully navigate the volatile markets.
The reality was that none of them did, and many funds fell even further than the broad market.
We knew there had to be a better way.
So, we spent a year reviewing the academic data, conducting independent research, and undertaking detailed analyses to build our own in-house model portfolios.
We were meticulous in our approach and relied upon empirical data from impartial sources, not from the investment industry, which has a vested interest in maintaining the status quo.
An advantage of being independent is that we have access to the entire market for products and services and do not have to recommend in-house funds.
Our only focus is on what's best for our clients based on the evidence.
We launched our portfolios in 2011 and have been recommending them to our clients ever since.
So, how have we stacked up against our competition?
Independent investment consultancy, Albion Strategic Consulting has audited our performance and compared it with 127* leading managers in the UK, including;
- Brooks MacDonald
- Cannacord Genuity
- Fisher Investments
- Quilter
- Schroders
- St James Place
- Tilney
(*The full list is in the image below)
The analyses confirmed as follows;
- 𝗖𝗔𝗠 𝟲𝟬/𝟰𝟬 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 - 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝟵𝟬% 𝗼𝗳 𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗼𝗿𝘀
- 𝗖𝗔𝗠 𝟴𝟬/𝟮𝟬 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 - 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝟴𝟲% 𝗼𝗳 𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗼𝗿𝘀
- 𝗖𝗔𝗠 𝟭𝟬𝟬% 𝗘𝗾𝘂𝗶𝘁𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 - 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝟵𝟭% 𝗼𝗳 𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗼𝗿𝘀
How is it possible that a boutique financial planning firm can consistently beat the giants of the industry with all their research teams, armies of economists and sophisticated technology
Simple;
It's not because we’re smarter than them.
It's because we avoid doing dumb things such as timing the market, overtrading, and paying excessive fees,
That's why we call it Intelligent Investing™ and why our clients have enjoyed outstanding investment returns for many years as we guide them to financial freedom.
To learn more about accessing an independent, world-class investing philosophy, download our free guide to Intelligent Investing using the link in the next tweet ⬇️
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