Performance Metrics

2017 was another stellar year for performance results across many investment disciplines. The attached chart from Ben Carlson records how each market performed. Worthy to note how the different markets change year over year.

Our performance was again very good in 2017, after delivering good performance for our clients in 2016. A key metric we apply is benchmarking which compares our returns to a relevant and comparable barometer. This is not easy to achieve and when positive, shows the value addition we earned for our clients on a relative basis.

Key to our approach includes:

  • A focus on objectives of the client
  • Incorporate a long term outlook
  • Establishing a CORE foundation for a portfolio
  • Stock selection that is thoroughly researched
  • An overlay of option writing that is designed to enhance income



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