OUR APPROACH TO MANAGING YOUR PORTFOLIO
Our portfolios were initially created in response to the impact of the Global Financial Crisis (GFC). Whilst the portfolios in place at that time did eventually recover, the losses incurred during the GFC and the financial and emotional effect that had on investors demonstrated that we needed to lead the way in doing more for investors.
The investment industry relies too heavily on the throwaway line ‘it will be ok in the long term’. This may be true, however the losses suffered along the way can be too much for some to bear and not everyone has the ‘long term’. Limiting losses also has the benefit of providing a larger base to grow and compound from the market recovery that inevitably occurs after each downturn.
In 2012 Gary Lucas began the process of investigating alternative approaches. The DMG Diversified Portfolio was established in mid-2013 with a key focus on delivering steady, strong returns and providing a degree of protection, not immunity for investors. Our priorities are:
Limiting investment losses in periods when share markets fall
Choose world class fund managers in their areas of expertise
Have a truly diversified portfolio, both across and within asset classes
Have the ability to change managers at short notice and have all investors benefit immediately.
Engage a Portfolio Manager to provide a high level and ongoing research service and monitor the markets and our holdings on a daily basis
Add other high quality resources where they can make a valuable contribution to the portfolio
Continue to work at driving down the costs of the portfolio.
Operate Investment Committees that oversee each portfolio
Produce strong investment returns that compound investors wealth