Milford Investment Style
Milford adopts a highly active approach to portfolio management in order to attempt to take advantage of changing market conditions and investment opportunities.
Key principles of our approach are:
- active portfolio management; we do not follow a “buy and hold” approach
- a focus on looking to preserve capital in bad times and invest more aggressively in better times
- detailed investment research and regular company visits
- understanding changes in the global and local economic environment and how this will impact on our clients’ investments
- managing risk through appropriate portfolio diversification
- focusing on our key competencies. Where we do not have the skills or knowledge, such as with international investments, we identify organisations that do.
We believe that our approach and philosophy will consistently generate superior results for our clients.
