Successful
investment management companies base their business on a core investment philosophy, and
Cryptoteng is no different. Although we offer innovative and specific strategies through
digital asset funds, an overarching theme runs through the investment guidance we
provide to clients— focus on those things within your control. There are basically four
principles that we attach great importance to:
1)
Create clear, appropriate investment goals: An
appropriate investment goal should be measurable and attainable. Success should not
depend on outsize investment returns or impractical saving or spending
requirements.
2)
Develop a suitable asset allocation using broadly diversified funds: A
sound investment strategy starts with an asset allocation befitting the portfolio's
objective. The allocation should be built upon reasonable expectations for risk and
returns and use diversified investments to avoid exposure to unnecessary
risks.
3)
Minimize cost: Markets
are unpredictable. Costs are forever. The lower your costs, the greater your share of an
investment's return. And research suggests that lower-cost investments have tended to
outperform higher-cost alternatives. To hold onto even more of your return, manage for
efficiency. You can't control the markets, but you can control the bite of costs and
efficiency.
4)
Maintain perspective and long-term discipline: Investing
can provoke strong emotions. In the face of market turmoil, some investors may find
themselves making impulsive decisions or, conversely, becoming paralyzed, unable to
implement an investment strategy or rebalance a portfolio as needed. Discipline and
perspective can help them remain committed to a long-term investment program through
periods of market uncertainty.
© 2023 Orix Bridge All Rights Reserved.