Portfolio Management

Diversified investment strategies incorporate asset classes to construct a balanced vehicle in expectation of a predicted result, considering the characteristics of each CIP. Portfolios are built on a variety of platforms to maintain or increase capital over time.

Asset diversification is affected by both location and industry. Our global scope ensures that a well-designed portfolio can benefit from key geographies' economic performance at various stages of the investment cycle. This approach to exposure helps to reduce investment risk during difficult times while maximizing growth opportunities during more favourable times.

Contact a Camry professional today to learn more about the advantages of our discretionary services. Portfolio Management

Portfolios under our management benefit from active management under a strategy that prioritizes absolute returns, as advocates of what we call "contemporary" portfolio theory. Unfortunately, as market volatility rises and global economic growth remains stagnant, buy-and-hold strategies are no longer a safe bet.

We understand that, in the current economic environment, with ever-changing circumstances, investors prefer the protection of periodic returns, regardless of market conditions. Many investors have lost money by holding depressed assets in the hope that their prices will recover in the long run.

For this reason, our active management style examines global macro and microeconomic forces on a regular basis to spot trends that present both opportunities and challenges to an optimal asset portfolio. We keep a flexible portion in all portfolios to allow for quick rebalancing as asset allocations navigate the volatile global markets.