You are using an outdated browser. For a faster, safer browsing experience, upgrade for free today.

Risk Management



Risk Management is among the most important elements in our approach to preserving capital and enhancing returns. Our risk management process is designed to be continually reviewed in order to provide the best possible protection against unacceptable loss. We achieve this by adhering to and implementing the following principles:

  1. 1. Limited exposure: We monitor and limit exposure to any individual risk asset, whether that is a security like a stock or bond, a sector or an industry. Quantitative analysis is used to further understanding of the correlations and relative volatility that exist between many of these variables

  2. 2. Volatility Containment: Put simply, volatility risk is the possibility for excessive, short-term swings in asset prices. Our insistence on prudent asset allocation has, time and again, proven remarkably effective at smoothing out the effects of volatility on the medium and long-term performance of all our client portfolios.

  3. 3. Liquidity: The inability to exchange a security for cash can pose a significant risk to a portfolio's value. During our security selection process we impose minimum market capitalization criteria and insist upon a minimum trading volume over a set period of time.

  4. 4. Loss Fail Safes: Non-discretionary loss fail safes purge emotion from the investment calculation by guaranteeing that no single asset can result in a loss of capital beyond an agreed tolerance level. Should a position reach a preliminary loss fail safe, no further funds can be allocated to it and, if the final loss fail safe is hit, the asset must be sold. These tolerance levels are pre-determined and cannot be modified.


Risk Management

Risk Management is among the most important elements in our approach to preserving capital and enhancing returns.
» More Detail



Research

Global Associates delivers insightful and comprehensive research aimed at improving visibility and increasing investor understanding of all companies
» More Detail



Our Markets

Despite seemingly ubiquitous commentary to the contrary, free market capitalism continues to represent the best route to prosperity
» More Detail

About You

Global Associates' clients come from a variety of backgrounds and include wealthy individuals, entrepreneurs, professionals and foundations.

    Our Mission

    Global Associates' mission is refreshingly simple: We aim to provide each and every client with the optimum investment solutions that are flexible enough ...

Our Markets

Despite seemingly ubiquitous commentary to the contrary, free market capitalism continues to represent the best route to prosperity