3 Key Principles That Can Help You Achieve Your Investment Goals
At Accilent we honed our experience with larger institutions to determine what investor needs were before we started our own proprietary funds. We knew what those investor needs were, because they were our needs— we are investors too!
Luckily, that experience yielded an approach that we incorporate into our funds, services, and investment outlook.
1. Top down global macro analysis
This first step in Accilent’s process identifies the broad themes in a dynamic global economy. Regardless of whether we are investing locally or globally we want to understand the big picture before we act.
Adaptation is also central to Accilent’s philosophy of investing. Short and long cycles driven by economic and social/political fundamentals will influence the investment sectors and investing styles that will provide superior performance. Staying flexible and moving with trends is what we believe will yield the best performance.
It is important to stay honest—to identify what will and won’t work. The willingness to change with the realities of a given situation, is one of Accilent’s driving mandates. We shift with the investment environment to best serve the interests of our investors.
These 3 principles are the guiding forces in each of our Real Estate, Resource, Flow Through, Royalty, and Wine investment funds.
If you are finding your portfolio doesn’t reflect that big picture perspective, or lacks the flexible and adaptable nature to reflect the performance of current economic trends, talk to your financial advisor about how our funds might benefit you.