At CAIM, we encourage you to think and invest like a professional investor. Why? Because most professional investors achieve better returns than the average investor, particularly over the long term! That’s why CAIM believes the following principles are critical to successful investing.
- Focus on the long term. We start by helping you define your investment goals. We then choose the investments we believe will best achieve your goals and, unless the fundamentals of those investments change, we stick with them.
- Adjust your portfolio to reflect changing investment goals, not changes in the market. We consistently reassess whether the investments we have chosen for your portfolio are still appropriate to meeting your goals, and if they are, we stick with them.
- Do not chase performance. We don’t jump on the “hot” investment ticket of the day because, unfortunately, by the time most investors make that jump, it’s too late—the investment has either peaked or could well be heading for a fall.
- Be disciplined: buy low and sell high. This is what we call, “smart rebalancing”, and requires the skill and patience of a seasoned investment professional like Catherine Avery. As an experienced portfolio manager, Catherine has an almost instinctive feel for the pulse of the market and can sense when prices are at a level that represent a genuine buying opportunity—an opportunity that might be missed by a less experienced investor.
Catherine’s personal and professional experience of the consistent investment results that can be achieved when these four principles are followed is a key reason they are a core part of CAIM’s service.
