The MPL approach to private client portfolio management is based on a core set of investment beliefs. These beliefs represent the foundation of our investment process and as such are central to the way in which we manage our clients’ investments.
A Top Down Approach
"Getting the investment strategy right is the most important consideration in achieving investment goals"
This is the fundamental premise that underpins the MPL approach to investment management and in turn dictates the manner in which we manage private client portfolios. At MPL we recognise that every investor is different with different objectives, circumstances, and attitudes and as such their investment strategy needs to be tailored to reflect these unique characteristics. A common mistake of many investment practitioners is to focus on attempting to deliver the highest possible investment return without adequate attention to understanding the circumstances, objectives and risk tolerance of the client. All too often this myopic approach results in an outcome which diverges from the client’s desired reality.
At MPL our starting point is a top down approach to managing client portfolios, concentrating on where we believe we add the most value in order to maximise the probability of achieving the individual investor’s desired outcome