Philosophy is one that has been embodied by our firm since its inception. Since the beginning, we believed that investors should not overreact to good news or bad news. We believe that clients will achieve their objectives if disciplined strategies are used. Strategies such as slowly accumulating positions when stocks are down, reinvesting dividend income, diversification and contrarianism (buy when others are selling, sell when others are buying) are inherent to our philosophy. We believe in fundamental and quantitative analysis but know that irrational forces including fear, greed and ignorance, can impact asset prices in the short run. Over the long term, however, fundamentals will prevail.
As fiduciaries, we strongly believe in highly efficient, well-diversified portfolios built on the foundation of fundamental analysis, qualitative research and stringent asset allocation. Utilising research by the most prestigious institutional wealth managers in the world, our portfolio construction is based on forward-looking asset class returns.
We diversify our strategic portfolios not only by asset class, but by strict security selection. By utilising well defined asset classes and a combination of individual equities, bonds, ETFs and mutual funds, we are able to limit risk consistent with client expectations. We diligently monitor portfolios and make adjustments only as needed.
When evaluating securities for selection we consider larger-scale issues such as fiscal, economic, monetary, regulatory and legislative environments, and smaller-scale factors like earnings momentum, profitability and management changes. We make adjustments to portfolios on an as needed basis and the investment committee holds weekly due diligence meetings.
Endowments & Foundations
Eagle Fort Holdings oversee securities for non-profit institutions in many sectors such as municipal, religious groups, health organisations, cemetery funds and private foundations. Some of our team actively participate on non profit and investment committees, this involvement has provided our team with a deeper insight into the complexities endowment and foundation specialists experience in managing their assets.
As a fiduciary advisor, Eagle Fort Holdings truly understands the fundamental concern that private foundations, endowments and not for profits face risk. Risk mitigation is at the heart of the portfolio construction process. We partner directly with each institution to understand their unique financial situation and optimise the risk/return characteristics.
We will also consult with the board of the organisation to ensure they fully understand the most important issues. This provides the board with the opportunity to leverage our deep institutional experience to navigate critical questions in a timely manner.