Our Investment Approach

We pride ourselves on knowing what you want.

Knowing You & Your Goals

Building a picture of you

When a client entrusts Gentry Wilson Partners with the management of their capital, our first duty is to ensure that we identify and understand their investment objectives and risk tolerances. These will form the foundation of our pledge to ensure all our activities remain within the clearly defined boundaries of that client’s investment profile.

Weighing return against risk

Understandably, most investors are primarily concerned with potential return when evaluating new investments but it is the consideration of the risk inherent in the investment which should be of greater concern. At Gentry Wilson Partners, we diligently weigh risk against return on all our clients’ investments.

Diversification = Reduced Risk

Diversification in investment is extremely important because focusing all one’s capital into a single investment – be it stock, bonds, real estate, cash or otherwise – is rarely, if ever, sound practice. As we are staunch advocates of investment diversification, we select investments across diverse industry sectors, geographic locations as well as across varying security types (equities or bonds).

Identifying potential

Our investment approach employs both fundamental and quantitative analysis with which we seek to identify market trends that have durations of at least a few months. We then select the appropriate allocation of assets that can best maximize returns during the duration of those trends, while continually paying close attention to risk.

Reducing the cost of investing

We eschew investments that have excessive fees attached to them and gravitate towards the most cost-effective, strategic path for wealth creation. The proliferation of ETFs and mutual funds has resulted in a veritable explosion in the amount of choice available to investors but variations in management charges from provider to provider means we must remain ever vigilant to ensure our clients get the best value for money.

Research

Performing consistently well in today’s markets requires the most diligent pre-decision analysis.

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