Investment Management
At Kane Davis Cooper we understand that clients want to protect and increase the assets that they have carefully accumulated over their lifetime in a considered and diligent way. This is why our philosophy towards investment management promotes careful risk management coupled with strategic long term and short term planning.
Incorporating our detailed knowledge of our clients’ needs and requirements, we establish individual portfolios that are capable of incorporating socially responsible investing if required.
The structure of our portfolios is based on academic research, some of which is Nobel Prize winning, along with the latest market trends and theories to reward our clients with the highest levels of returns available, based on the risk strategy previously agreed upon.
The central focus of our philosophy is a well-diversified, “Nucleus and Ancillary” portfolio construction.
After examining the comparative outcomes of multiple investment strategies over time, the result is that using a mix of active, passive, and diversification strategies markedly helps to reduce portfolio risk, lessening needless expenses, intensifying tax efficiency and magnifying anticipated results.
The chart above illustrates a portfolio’s “nucleus” as large cap stocks, mid cap stocks, international developed stocks, and fixed income—all classes that are extremely productive where low-cost index approaches are most suitable. We believe that the “ancillary” asset classes of our portfolio are less informationally efficient and warrant the use of our active managers and their expertise to diminish risks and take better advantage of opportunities.
With a myriad of asset classes and innumerable investment choices available, progressing your own portfolio can be intimidating. As an independent company, we do not have any “Kane Davis Cooper” products to promote, which allows us to be a non-partisan champion of our clients’ best interests. With no financial motivation to recommend one type of investment over another, we investigate and take advantage of the most appropriate and profitable investment opportunities available on the market.
