Investment Philosophy
MCG has an unconstrained investment philosophy which does not place a reliance on industry benchmarks as a basis for constructing portfolios. There is a primary focus on achieving downside protectiveness and a lesser reliance on equity markets than traditional portfolios. The aim of this is to reduce shorter term volatility and provide more consistent and competitive long term returns. Underpinning this philosophy is a belief in the importance of diversification of investments across assets and strategies, the protection of capital during periods of market downturn, and rigorous risk management.
MCG’s investment philosophy is based on the premise that high net worth investors expect a competitive long term return on their investment as well as a level of ‘buffer’ from the full impact of market downturns during the term of their investment. In particular, they are prepared for their investments to underperform in rising markets (subject to a satisfactory hurdle rate of return) in order to mitigate losses (downside defensiveness) in falling markets.