Asset Management
Our core service is the provision of investment advice. We offer this advice to a deliberately small number of valued relationships. As a result, if you are a client of Beresfords you will deal directly with senior members of the executive team and receive the level of service and attention you require.
Investment strategy is tailored to your needs. Our advisers and investment managers consider your individual investment objectives, target return, volatility tolerance, time horizon and currency of reference before making any recommendations.
Our approach is focused on the long term and takes a conservative stance. At Beresfords the single most important decision is to formulate the optimum long term strategy given the requirements set by you. We would look to build for you a balance between your required long term total return (capital growth and / or income) on the one hand, and the expected risk on the other.
There are three key principles which underpin our investment process:
Active management
We believe that active management is the way to add long term value and produce consistent, above-average investment returns over the medium to long term.
Inhouse approach
In an increasingly complex financial world, Beresfords has chosen the path of “Occam's Razor”, which is a principle attributed to the 14th century logician and Franciscan friar William of Ockham. The principle states that “If you have two equally likely solutions to a problem, choose the simplest.” ...or in the only form that takes its own advice... “Keep things simple!”
Complex strategies and structures can carry a certain wow factor, but what we are often not told is how these extra layers of moving parts, structures, derivatives and synthetic exposures can end up reducing predictability for investors. During the recent crisis we have once again seen how complex investments and businesses run into trouble, while tried and tested simple or classic approaches have continued to survive the test of time.
Diversification
We believe in achieving an appropriate level of diversification across and within all the asset classes in which we invest.
Once the long term strategy has been agreed by you, we populate the asset classes accordingly.
