Surveying the markets

 

Recent events have reminded us all that capital markets can be volatile and uncertain. Savvy equity and income investors are seeking strategies that offer both a safe harbour along with the flexibility to seize potential opportunities and maximize income. Our technical analysis foundation provided clear early warning signals in early 2008 and allowed us to prepare and protect our client's portfolios against significant downside equity risk — long before the market declined. When it comes to equities, we no longer rely solely, or primarily, on projections and best guesses from analysts or economists. Instead, Kim brings fifteen years of experience utilizing technical analysis to the table — this extremely effective methodology not only enhances performance but also reduces risk. We also consider ourselves to be income specialists — for a decade we have been very proud to achieve extremely attractive and safe yields for our clients by performing careful and thorough fundamental company analyses.