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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.

 

Most Asian Shares Rebound...
Major stock indexes across the Asia-Pacific region closed in the green on Tuesday, rebounding from sharp losses in the previous session amid global growth concerns. The Nikkei 225 jumped 451 points or 2.2% to 21428; the Hang Seng increased 44 points or 0.2% to 28567; the Kospi went up 4 points or 0.2% to 2149, and the ASX 200 added 4 points or 0.1% to 6131. In contrast, the Shanghai Composite lost 46 points or 1.5% to 2997.
Gareth Lewis DipPFS (DM)
US Stocks Rise...
Wall Street traded higher on Thursday, with Apple shares rising sharply (3.3%) after Needham upgraded it to strong buy from buy. Investors' mood was also lifted as Levi's officially went public again in the NYSE. The Dow Jones was up 0.7%, the S&P 500 rose 0.7% and the Nasdaq traded 0.9% higher around 11:25 AM NY time. Historically, the Dow Jones Industrial Average reached an all time high of 26828.39 in October of 2018.
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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