Investors guided by Diversified generally have two equally important objectives: getting Competitive Returns while Preserving their Capital over the medium-term. Diversified’s 30-year track record demonstrates we have been successful in achieving both.
Diversified’s asset allocations are forward-looking; a basis on which to position investment strategies ahead of likely events. Tactical positions are formulated on a one-year to 18-month outlook for global, regional and national economic fundamentals, tempered by our proprietary view of market valuations.
Independence is paramount. Investment selections are drawn from the broadest universe on which quality research can be formulated, irrespective of whether the holding is listed or unlisted, domestic or foreign domiciled, of directly held shares or bonds, or of managed funds. Diversified is not aligned with any product provider, has no quota and places Investor’s interests first.