Our Investment Philosophy

Since 1997, our philosophy has been rooted in three core principles:

• Stability through Diversification: We prioritize assets like physical gold, recognized as a Tier 1 asset under Basel III, to hedge against inflation, currency risks, and market volatility.
• Growth with Discipline: We selectively invest in equities with strong fundamentals, such as companies with robust free cash flow growth, to capture opportunities in innovative sectors like technology and renewable energy.
• Global and Active Management: Our strategies leverage global trends—such as BRICS+ de-dollarisation and the Shanghai Gold Exchange’s influence—while actively adjusting portfolios to optimize risk and reward.

Our approach ensures client portfolios are resilient in uncertain times and positioned for long-term success. Learn more about our Gold Reserve and Core Stability Growth accounts.

Strategy Overview

The Gold Reserve Strategy focuses on physical gold and gold-related assets (e.g., gold miners, ETFs) to provide a stable foundation for wealth preservation. Gold’s role as a safe-haven asset is reinforced by global trends such as Basel III’s reclassification of gold as a Tier 1 asset, BRICS+ de-dollarisation efforts, and the Shanghai Gold Exchange’s growing influence.

Investment Objectives

• Primary Goal: Maximise stability by investing in physical gold, a proven hedge against inflation, currency devaluation, and market volatility.
• Secondary Goal: Achieve modest growth through gold-related investments, capitalizing on rising demand from institutions and central banks.

Our Gold Reserve accounts are ideal for conservative investors seeking security in an uncertain world. Explore the strategy in detail on our Gold Reserve page.

Strategy Overview

Core Stability Growth is a dynamic, actively managed strategy built on a core-satellite framework. It combines the stability of gold with the growth potential of equities to create a resilient, adaptable portfolio.

Portfolio Structure

• Core Allocation (10–50%): Gold-related investments (such as gold miners, physical gold trusts), actively managed to flex based on market conditions, providing a hedge against volatility.
• Equity Allocation:
  • Primary Focus: Companies with strong free cash flow growth, demonstrating operational efficiency and financial health.
  • Complementary Holdings: Value stocks and turnaround situations, targeting undervalued or recovering companies.
  • Growth Allocation: High-growth stocks in emerging or innovative sectors, even if currently lacking strong free cash flow.
• Dynamic Allocation: Actively adjusted based on market conditions and opportunities.

Investment Objectives

• Primary Goal: Capital preservation through diversification and defensive assets.
• Secondary Goal: Long-term growth via selective high-potential opportunities with robust risk management.

Our Core Stability Growth accounts are designed for investors seeking both security and growth. Learn more on our Core Stability Growth page.

Our cloud-based platform offers a straightforward process to open a Gold Reserve or Core Stability Growth account, supported by dedicated advisors. Start by scheduling a consultation to discuss your goals, followed by a secure application and funding process.

For detailed steps, visit our Start Investing page.