Investment Strategy

The Efficient Portfolio Investment Strategy

The Efficient Portfolio Investment Strategy is designed to ensure you get the maximum level of growth for a level of risk you are comfortable with. The Modern Portfolio Theory was developed by Harry Markowitz in the 1950’s and he showed that diversifying your investments is the key to continually achieving the best returns for any given amount of risk.

The Efficient Portfolio Investment Strategy is based on this theory but is tilted over time in light of the economic cycle and the market outlook.