Balanced Strategies
Our balanced strategies are rooted in determining a thoughtfully balanced asset mix, with allocations in equity and fixed-income securities set by the FGP Investment Committee and designed for optimal performance within each strategy’s specific asset class ranges. Our goal is to provide both capital growth and income.
Foyston, Gordon & Payne Balanced Strategies
Explore our diverse range of balanced strategies tailored to meet various investment needs and objectives.
Our Balanced Investment Philosophy
We look to achieve superior investment returns through a disciplined, long-term, bottom-up, value-oriented approach based on detailed fundamental research and analysis.
Our Approach
Our balanced investment approach combines long-term strategic asset allocation with shorter-term tactical positioning, periodically adjusted by the FGP Investment Committee based on economic and market conditions, and applied consistently across all our multi-asset class mandates.
Determining Asset Mixes
Our balanced strategies emphasize high-quality securities within a diversified portfolio, aiming for both stability and growth potential.
- The FGP Investment Committee sets long-term asset allocations, balancing equities and fixed-income investments.
- We periodically adjust asset mixes to capitalize on market conditions and economic outlooks.
- Any changes in asset mix are consistently applied across all balanced strategies, ensuring coherence in our investment approach.
A Focus on Risk
We focus on optimizing the risk/return profile of our balanced strategies.
- We regularly assess economic and capital market conditions to inform our asset allocation.
- We identify and capitalize on relative values between equities and fixed-income securities.
- We evaluate and leverage regional market opportunities to enhance portfolio performance.
Insights
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