Value-driven investment philosophy
Investment Philosophy
A value-driven investment strategy that prioritizes the financial well-being of our diverse clients by providing absolute returns.
The delivery of concrete and substantive results for everyone under our care is central to our philosophy. To accomplish this, we begin by defining what is important to our clients and ensuring that their immediate needs are met, before building a vision for the future through a carefully designed investment strategy that aims to realize and sustain a desired lifestyle.
Camry creates customized investment management strategies based on the needs and objectives of each investor. We hold fast to our own convictions and place a high emphasis on the value we build by adhering to the underlying philosophies that enable us to serve a diverse, global client base.
Risk-adjusted performance
The achievement of superior results with less than commensurate risk is our primary target, not above-average investment performance. We assume that a manager's ability to effectively handle markets during extended periods of turbulence and volatility is the true measure of their ability.
We use a disciplined investment process that draws on our extensive experience and current market insights to achieve risk-adjusted returns. Technical analysis and practical experience combine to provide informed insights into any investment decision we make.
Market efficiencies
We are committed to the application of capital as we aim to find market inefficiencies and discover value for our clients, knowing that manager expertise and persistence leads to a knowledge advantage.
We conclude that competitive markets provide less than sufficient levels of value because many participants have fair access to available information. Valuations normally reach amounts that make sense to us under productive conditions.
In other words, competitive markets compel consumers to pay exorbitant rates. We assume that by paying more than an asset's intrinsic value, investors expose their resources to greater risk and forego equal rewards.
Specialization investment style
Portfolio management is handled in a specialized manner by us. Rather than diluting portfolio productivity with a variety of models, we conclude that focused diversification is the most effective way for our clients to achieve their objectives.
Unlike the conventional assumption that underpins Current Portfolio Theory, we agree that true diversification is a complex mechanism that necessitates a laser-like emphasis on investor desires and individual return profiles. As a result, we strive to have absolute investment returns to mitigate the negative impact of underperforming asset groups, markets, or regions.
