Our Investment Beliefs

While investing can at times seem overwhelming, academic research can be broken down into what we call the Key Concepts to Financial Success. If you examine your own life, you’ll find that it is often the simpler things that consistently work. Successful investing is no different. However, it is easy to have your attention drawn to the wrong issues. These wrong issues—the noise—can derail your journey.

 

We will walk through these concepts and then explain how successful institutional investors incorporate each of these concepts into their investment plans.

 

These plans both meet their fiduciary responsibilities and achieve their financial goals. You owe yourself and your family nothing less than what the institutional investors have.

 

It’s important to note here that while these concepts are designed to maximize return, no strategy can eliminate risk, which is inherent in all investments.

 

Whenever you invest, you have to accept some risk. It’s also important to remember that you’re responsible for reviewing your portfolio and risk tolerance and for keeping your financial adviser current on any changes in either your risk tolerance or your life that might affect your investment objectives.

Navigating Market Uncertainty

Our Investment Philosophy

 

Zen Wealth has appointed multi-asset investment specialists Pacific Asset Management (PAM) to manage our range of portfolios. The following reflects the investment philosophy and beliefs of PAM. All of their investment activities operate according to the unifying philosophy that follows.

About our portfolios

As a modern, independent investment management unit of Sir John Beckwith’s private family office group (Pacific Investments), PAM embrace a collection of evidence-based investment principles, which together enshrine their fundamental approach when investing alongside our clients. 


These investment principles are threaded into every portfolio PAM design, build and manage for our clients.  

"In its most simple form our philosophy will always be about building portfolios for the long-term benefits of our clients - just as a family office would - reflecting our heritage. We look to participate in the upside but to limit the downside to provide a smoother journey for clients and to compound returns sensibly over time.” 
Matthew Lamb, CEO, PAM

“As long-term investors, we would always prefer to mitigate risk and diversify our returns,  even if it means leaving some shorter term returns on the table.” 
Will Bartleet, CIO, PAM

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In association with

1st Principle

Invest for the Longer Term: This approach allows us to focus on the bigger picture, to capture long term opportunities as they arise, and to be patient in allowing time for our convictions to play out.  

 

Read the latest views from our Investment Policy Committee and our Portfolio Factsheets.

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