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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

CFAL, Third Floor, 308 East Bay Street, P.O.Box: CB 12407, Nassau, New Providence, The Bahamas. Tel: 242-502-7010