Risk Management

How do you manage risk in the portfolio? 

Diversification is one of a portfolio manager’s most effective tools for managing risk. We ensure that  our portfolios are diversified across securities, sectors and countries to insulate clients’ performance  from adverse events in any single company, industry or region. The focus of the investment process is on individual stock selection, however we have internal concentration limits within our portfolios. In addition, the ability to apply certain strategies, like short-selling, investing in convertible securities or put and call options as well as the ability to raise cash are all important in the management of risk. 

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