Approach
The primary investment philosophy in operation at Graham Walker is based upon the time-honored practice of acquiring and holding equity in quality corporations with a view to creating and preserving long-term wealth.
This approach is best manifested in clients' managed portfolios. There are minor issues arising from the fact that value and growth stocks have tended to alternate in terms of returns with no cast-iron indicator or canary in the coal mine to warn when one style will give way to the other.
At Graham Walker we believe it best to avoid the temptation to outguess the market and to dedicate an inordinate amount of time to the identification of the hottest new investment class or product. We believe that the market is right even when everything tells us otherwise.
Even sophisticated investors, like Graham Walker can't accurately predict the machinations and vagaries of the stock market. Our experience has shown us that long-term investment is the best way to iron out the undulations that are so prevalent in short-term investment.
Your custom-built, diversified portfolio of equities, fixed-income and other quality investment vehicles positions you to benefit from the market's historical propensity to outstrip inflation and can help you preserve your purchasing power over the long term.
Our philosophy also includes the following:
- Periodically rebalancing the entire portfolio to ensure there is no deviation from the risk profile
- Managing the portfolio with its tax status in mind
- Honing the financial plan to reflect changes in circumstances or goals
We ensure that each portfolio is constructed with asset allocation and diversification firmly in mind. To achieve this we reconcile the composition of the portfolio with the risk profile of the client. Equities feature prominently whilst long-dated treasuries and investment grade corporate bonds may also be added where appropriate.