Investment Process

Risk Management

The management of risk has always been key to our investment philosophy. All investment involves a degree of risk and investing in shares has its own risks. These can be further compounded by changes in markets, currencies, economic or political climate, regulation, and many other factors. As your investment manager we monitor risk, managing it through careful diversification; stock selection; market timing; asset allocation; and by protection through special investments.

Charteris investment managers continually assess risk levels within each client portfolio and actively manage the portfolio so that the overall risk level remains the same at all times. The markets we invest in are monitored continuously by our investment team who are able to make decisions quickly. This gives us a significant logistical advantage over larger fund management groups.

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