Hello
At Affluence we believe the best investment returns come from blending multiple, complimentary strategies that have proven to work over time. Our investment philosophy is designed around our core values:
Invest Differently – If you want better than average returns you need to invest differently and more strategically than the crowd.
Invest for Value – Value investing works best in the long term, particularly when combined with positive momentum.
Competitive Advantage – Investing in markets where there is less competition makes it easier to achieve above average results.
Market Awareness – Being aware of long-term cycles and seeking to time investments can significantly improve performance.
Be Patient – Long-term success requires a long-term focus, which in return requires patience and discipline.
Lowering Volatility – A focus on lower volatility of returns through diversification provides comfort for investors.
We apply this philosophy to our three existing Funds; the Affluence Investment Fund, Affluence LIC Fund and the Affluence Small Company Fund.
To find out more about our Funds, and whether they might be right for you, go here.
All the best with your investing.
Affluence Investment Team
