“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.”
Risk Management
Our approach to risk management is designed to reduce losses whilst simultaneously increasing the likelihood of superior returns. We combine: a proven investment philosophy that focuses on reducing risk; an experienced and international team with diverse perspectives; a detailed process that means that out of the thousands of stocks we might consider, only a handful are eventually selected for our portfolio; and, a diversification strategy that distributes the purchase of assets across industry, geography and currency.
In addition, further risk reduction is achieved by our focus on investing only in companies that are:
- Well established
- Trading substantially below their real value
- Rich in tangible assets such as cash, land and property
- Minimum market value of £100M
- Have a good dividend record
- Have substantial trading volume
The Fund’s portfolio generally consists of 25–35 stocks. This is sufficient to allow for risk reduction via diversification, without over-diluting our ability to select and invest in stocks that go on to outperform.