Evidence Based Investment Philosophy

Our investment philosophy is not based on our own musings, thoughts or 'crystal balling'.

Rather, we develop plans and strategies that are supported by evidence, data and expert opinion.

Most fund managers struggle to add value versus appropriate benchmarks which are different to your personal desired outcomes.

And most investors do even worse on their own because of their own emotions.

"Investments are like golf even the best golfers find it hard to consistently beat par- the same is true for investors"

Having an evidence-based investment philosophy prevents blow-ups and keeps our clients in check rather than going off on emotional tangents which helps you continue to move closer to achieving your goals.

PooledFunds Pty Ltd
AFSL number: 234543