Our Investment Management Philosophy

Our investment philosophy explains the way we manage investments. This philosophy focuses on delivering consistent returns to our clients and is shaped by two overarching principles. Value investing and risk management.

In investment management parlance, ARM is a 'value-oriented, defensive manager' that seeks to maintain balance between risk and return. This means that we invest in securities that we believe are priced below their intrinsic value, or better still, are traded at a discount to what we consider to be their true business value. We believe that, over time, the price of a stock will rise to reflect the value of the underlying company and that this approach to investing allows for significant investment returns while reducing risk.

We believe that the most effective way to identify value stocks is through fundamental research. Therefore, we conduct our research using top-down asset allocation and bottom-up stock selection processes. Whilst our objective is to exceed our clients' chosen benchmark return over the long-term, our investment management approach ensures that capital preservation is not sacrificed in pursuit of exceeding client's benchmark return.