Our Investment Philosophy

Putting Your Interests First

The guiding philosophy of CFAL is that as stewards of capital, our clients’ interests are paramount. We build long-lasting relationships based on integrity, expertise and a high level of service.

Our Investment Philosophy: Absolute Return Investing

• We believe in the long-term protection of capital through Absolute, not relative, return investing.
• Outperforming Cash* is our ultimate goal, not simply outperforming an index.
• Risk is defined as a Permanent Loss of Capital which prevents the achievement of our client’s goals.
• A robust Investment Process helps involve the emotional rollercoaster

Investment Research

• Rigorous Global Macro approach
• Fundamental Research
• Technical Analysis

In-Depth Manager Analysis

• Quantitative Review
• Qualitative Assessment

Risk Management

• Continuous Assessment

Implement Strategy

• Adherence to fund/client mandate and research recommendations