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Our Investment Philosophy

‘MONEY IS LIKE A SIXTH SENSE WITHOUT WHICH YOU CANNOT MAKE A COMPLETE USE OF THE OTHER FIVE’ W. SOMERSET MAUGHAM

Our investment philosophy is simple. At Hartsfield, our aim is to investigate and advise on investments that are best suited to you.

We have a completely bespoke approach. We treat all our clients individually – whatever their level of wealth, attitude to risk, or the type of investment that interests them. Our aim is to add value to the process of finding suitable investments.

All our expertise is in-house and based on decades of experience. We pride ourselves on a personal service, always building up a close relationship with our clients.

Investment philosophy – an approach which blends art and science.

Art and science aren’t words normally associated with financial management, but when it comes to the perfect investment portfolio, we use a combination of both.

Investing as art

Just like layering paints on a canvas, creating a blend of asset classes can either produce a disaster or a masterpiece. Get it right, and such blended portfolios are more compelling than any of their components.

Investing as a science

Our philosophy is one that combines modern portfolio management techniques with insights from ‘behavioural finance’ and psychology. A scientific approach to our research ensures that our investment process is consistent and reliable, with decisions taken based on evidence.

If you would like some expert, bespoke advice on investment management, the team here at Hartsfield can help. Please get in touch.

 

European stocks fell into deeply negative territory on Thursday amid concerns that ongoing trade wars could weigh on global economic growth after data from Germany showed its manufacturing sector contracted for a fifth consecutive month in May while business confidence weakened to over four-year low. Tech and auto shares are among the worst performers. The DAX 30 lost 1.5% to 11,981, the FTSE 100 fell 1.1% to 7,257; the CAC 40 retreated 1.6% to 5,294; the IBEX 35 dropped 1.2% to 9,126; and the FTSE MIB slid 1.5% to 20,269 around 10 AM London time.
Gareth Lewis DipPFS (DM)
Russian Shares Hit New Record High...
The MOEX Russia Index broke a new record high of 2,601 during morning trade on Tuesday, amid rising oil prices and a stronger Russian rouble. On Tuesday, the Minister of Economic Development Maxim Oreshkin kept GDP growth outlook for 2019 at 1.3% and said technical recession in Q2 is not expected. At the same time, the OCDE revised higher its forecast for Russia economic growth to 1.5% in 2019 from 1.4% estimated in March.
Gareth Lewis DipPFS (DM)

 

Taxation of Investments

THE TAXATION OF INVESTMENTS GUIDE

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Investment Planning

INVESTMENT PLANNING AND ASSET ALLOCATION GUIDE

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Making the most of ISAs

MAKING THE MOST OF ISAs

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