Low Cost Is A Critical Success Factor

Costs are a pervasive feature of the investment management industry and can take the form of management expenses or other related fees applied to investors’ capital as it changes through time. Cost is therefore a drag on net performance.

In contrast to the uncertainty about future returns on securities and asset classes that characterises financial matters, minimising costs is a certain way for managers to influence investment performance in a positive manner.

Access to a manager that obtains the market return at a very low cost is an essential building block of our firm’s investment philosophy.

Investors can’t control the markets, but they can control how much they are willing to pay.

Every dollar that investors pay for management fees or trading commissions is a dollar less of potential return. In addition, our experience has been that, historically, lower-cost investments have tended to outperform higher cost alternatives in the long term.

I am grateful for his care and professionalism. Knowing that my superannuation and investment portfolio is continually under
his watchful eye has removed the stress and allowed me get on with work and life, which is worth a great deal to me.

Debbie. S Dee Why

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