The firm’s core portfolio philosophy is on delivering absolute return for client assets. Absolute returns do not compare performance to a particular measurement level such as an index, like the TSX or S&P, for example. The focus is on increasing returns over a risk-free investment and steadily increasing returns over a given period.
Client portfolio demonstrate the ability to manage the risk of a market correction by going to cash, 100% if necessary, real time discretionary portfolio management not yearly allocations and strategies based on disciplined models.
We also manage trading-orientated portfolios that contain a greater component of relative performance which provides higher, though at times, more volatile returns, but they too also have the ability to move to 100% cash in times of crisis.Click here to review CastleMoore's cash allocation during the 2008 financial crash >