Smith Falconer Financial Group
April 02, 2025
Increased confidence in our roster of asset managers
When uncertainty abounds as it does today, it is our responsibility as an Investment Advisory practice, to check in with those we value most.
Combined with our own experience and expertise, the time-tested input of our most respected asset managers, reaffirms why we advise our valued clients to “stay the course”.
We enjoy these routine conversations with portfolio managers who have won the right to be on our discerning “recommended roster”, by being disciplined, opportunistic and active.
Over the past month, our team has spoken with PMs and their teams about how they are positioned, and what changes they have made, considering the trade tensions of today.
A few thoughts that have been shared in these conversations:
On volatility
“The best hedge against higher volatility is owning quality.”
“The cost of admission for compounding your wealth over the longer term is volatility.”
“Volatility is the friend of investors that know what they own; enemy of those that don’t.“
“An environment of discontent creates opportunity if you look for it.”
On a long-term approach
“An investor’s time frame matters; the longer the better when it comes to needing access to one’s capital, allowing the miracle of compounding growth to unfold.”
“Patience is always a virtue; more so now than ever.”
On active management
“Portfolio activity has increased as attractive valuations now prevail – almost gleefully, trimming and selling, adding and buying – active management at its best.”
“Are you more worried about your neighbour getting rich or about getting to your point B? The path, and investment strategy, both matter.”
“Consensus thinking is dangerous.”
No one claims to understand or predict what the near term holds – managing portfolios is their focus. Quality, valuation, and growth potential, remain the salient features of an attractive investment opportunity.
These “words of wisdom” should resonate with you, as they did with us.
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