“I have been so impressed that I have decided to substantially increase the investment that I have with Lowes Wealth Management and I have recommended your services to others.”
Global Diversification
Our global mandate provides us with the opportunity to achieve higher returns, as well as enabling us to more successfully diversify away investment risk.
Given that the success of value investment depends on locating companies that offer the greatest margins of safety, why should the search be limited to one geographical area? Logically, being able to select companies from around the world maximises the chances of finding the best value available.
At the same time, a global mandate allows for greater risk reduction through diversification than a strategy focused on a single country. We apply limits to levels of exposure to ensure that we are not over-exposed to single economies (or industries). Not only can the portfolio be diversified by exposure to different currencies and geographic regions, but the portfolio can be overweight or underweight in different countries (or industries) depending on their position in the economic cycle.
Our global flexibility allows us to seek the best value available, whilst reducing or eliminating exposure to areas where we feel the economic headwinds may be too strong.
Our goal is to substantially outperform major markets, whilst maintaining a comparatively low level of risk. Since we began trading, we have more than achieved this.