Unlike traditional ‘Modern Portfolio Theory’ approaches to investing, AWMs investment philosophy begins with a top-down global macroeconomic trends analysis. As the global investment landscape evolves, it is imperative to adapt to the ever-changing investment environment. We identify, screen, analyze, chart and assess potential investment opportunities and risks for our clients.
This disciplined process involves a search for pricing anomalies within sectors and asset classes. Such anomalies, among other factors, can be attributed to market dislocations, investors’ panic, or forced margin liquidations by institutional investors.
Furthermore, our process is conducted within the context of understanding geo-political, governance, environmental, regulatory and social risk. All of which play an ever greater role in investment decisions.