Portfolio Construction

Portfolio Construction

At HFMC Asset Management, we believe that successful investment outcomes rely heavily on a well-constructed and diversified investment portfolio that is tailored to meet our clients’ unique investment objectives and risk tolerance levels.

Think Long Term

Our aim is to build and preserve your wealth over the long term and to tailor and adjust portfolios according to the prevailing investment climate. Portfolios are constructed based on long-term historic returns and valuations, not by short-term events or the latest headlines. They are long-term and strategic by design.

Keep it simple

Life can be complicated enough, but there’s no reason for investing to be.

We look to make timely decisions in line with each investment objective using regulated, liquid funds from a broad range of asset classes.

Manage Risks

There are many kinds of risks, but what they all have in common is it rarely pays to be on the wrong side of them. We seek to produce strong returns whilst managing investment risk and controlling losses through portfolio diversification as well as managing operational risk (such as illiquidity and regulatory risk) on an ongoing basis.

Insight through Governance

We believe that to realise the potential of their wealth all investors deserve unbiased, insightful advice informed by unrivalled real-world performance data. Our clients benefit from Asset Risk Consultants being external members of our Investment Committee to provide meaningful insight, input and challenge to each strategic decision we make, based on evidence and clarity.

Our Approach

Our team of experienced investment professionals employ a rigorous process when researching funds and constructing portfolios for our clients.

1. Identifying Suitable Asset Classes and Investment Strategies

Based on the risk profile, return objectives and constraints, we identify the most suitable asset classes and investment strategies to include in our portfolios. This may include equities, fixed income securities, alternative investments, and other asset classes.

2. Building a Diversified Portfolio

We believe that diversification is an essential element of any well-constructed portfolio. Diversification across asset classes, geographies, and investment styles is critical to managing risk and achieving long-term investment goals.

3. Monitoring and Adjusting the Portfolio

Once a portfolio has been constructed, we continuously monitor its performance and make adjustments as needed to ensure that it remains aligned with our clients’ objectives and changing market conditions.

Our Philosophy

At HFMC Asset Management, we believe in taking a disciplined and research-driven approach to portfolio construction. We carefully evaluate each investment opportunity to identify those with the best risk-adjusted return potential.

We also believe in transparency and accountability in our investment decision-making process. We regularly communicate with our clients to provide them with a clear understanding of their portfolio’s performance and any changes we make.

Let Us Help You Build a Diversified Investment Portfolio

At HFMC Asset Management, we believe that a well-constructed and diversified investment portfolio is critical to achieving long-term investment objectives and managing risk efficiently. In conjunction with your HFMC Wealth adviser, our experienced investment professionals use a rigorous investment process to build customised portfolios for our clients that are tailored to meet their unique objectives and risk tolerance levels.

Whether you’re a seasoned investor or just starting, our team is here to help you build a portfolio that generates strong risk-adjusted returns over the long term. Contact us today to learn more about our portfolio construction services and how we can help you achieve your investment goals.

Let us put our expertise and experience to work for you. Start building your diversified investment portfolio today and embark on your journey to long-term financial success with HFMC Asset Management.

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