Investment PhilosOPhy
The ultimate goal of our investment philosophy is to protect and grow your capital and to generate a secure and regular income from your financial assets. Three fundamental principles drive every investment decision to achieve our goal:
Long Term Focus
Value Orientation
Sound Risk Management
INVESTMENT STRATEGY
Our investment strategy seeks to protect and grow your capital with a strategic focus on fixed- income products. To ensure your investment goals are met, we take a balanced approach to constructing well- diversified portfolios across a number of asset classes and take advantage of :
Economic Trends
Fundamental Research
Selective Screening Criteria
Risk Management
We customise our portfolios and strategies to guarantee a tailor-made management with the sole goal to reach tangible results. WM Capital will discuss at length the client’s investment goals and investment restrictions, their risk profile and investment strategy to select investment vehicles permissible and determine their weightings within the managed assets. The investment strategy will be determined by considering such criteria as the type of investment vehicle, currency, credit worthiness of debtors, diversification by sectors and geographic distribution. The risk management team constantly identifies, assesses, monitors and manages the risks related to the portfolio, so as to satisfy all our client’s needs and requests.