Stocks & Bonds

We focus on different criteria to properly assess the suitability of our overall investment strategy and the potential risks and returns of elements of these two asset classes. In the case of stocks, points such as company fundamentals, growth prospects, competitive advantage, management team and dividend history are of outmost importance. When selecting bonds, the issuers’ financial strength, credit quality, yield, duration, coupon, and liquidity of the title are the areas we have our main focus on.