Bellwether is an independent investment management company that was formed with the goal of delivering tailored solutions that meet the complex, distinct needs of High Net Worth investors, Foundations, Estates and Trusts. Tailored solutions can take many forms, but within the context of your portfolio, we strive to deliver superior returns that help ensure you meet your objectives.
Over the years, investment returns for many investors have been average at best. Portfolio Managers have been content to "track the market" and as a result, returns net of all management fees have lagged their relative market index. As a result, investors have turned to passive investment strategies such as exchange traded funds but these investments have no ability to generate returns in excess of their benchmark; do not protect capital when the market declines; and still charge relatively high fees.
……more and more portfolios are being "passively" managed, resulting in returns that are less than their market potential.
As well, many investors sabotage their potential returns through impulsive behaviour.
In general, more and more portfolios are being "passively" managed, resulting in returns that are less than their market potential.
Bellwether believes there is a need to "actively" manage portfolios to produce superior returns within the parameters of an investor’s objectives and ability to tolerate market volatility.
We achieve this with an experienced portfolio management team and by consistently applying the Bellwether “Disciplined Growth” Process. This process has been developed based on our fundamental belief that companies with growing profitability and earnings potential will inevitably produce above average returns.
So, What is "Disciplined Growth" Investing?
Discipline refers to the rigorous quantitative and qualitative methodologies used in the identification and selection of companies that have better than average valuations and balance sheet strength. The companies selected in our process are then combined in the construction of Bellwether portfolios to ensure overall risk is minimized. By consistently applying our disciplined approach we avoid emotional decisions.
Growth because we emphasize profit growth, which we invest in at reasonable valuations. Our definition of Growth investing focuses on the long term profitability of a company and applies extensive testing to ensure profits will continue to grow into the future. It is a conservative approach to measuring the current value of future profitability.
By contrast, Bellwether is not a momentum investor. This type of investing buys stock at lofty multiples which can risk significant depreciation when the company has a short term miss in their quarterly results. While momentum investing can be a successful strategy, it is not conservative, nor is it growth investing which puts the emphasis on profit and a disciplined process.
Tailored Financial Solutions
…RESULTS DRIVEN