“PATIENCE IS A KEY ELEMENT OF SUCCESS.” BILL GATES
INVESTMENT PRINCIPLES ROOTED IN EXPERIENCE AND KNOWLEDGE
Diversification and Patience delivers long term value to our families.
LONG TERM
Traditional asset classes earn real returns over time
Asset classes historically have generated “real returns” that have been significantly higher than cash and inflation over the long-term
Longer holding period increases the probability of capturing excess return
Return above cash generates significant compounding benefits over time
DIVERSIFICATION
Diversification reduces risk without compromising return
Higher return and lower risk can be achieved by investing in a diversified portfolio
Combining asset classes with variable correlations increases risk-adjusted returns
ASSET ALLOCATION
Asset allocation is a major driver of performance
COST SAVING
Costs savings compound over time
Cost control significantly boosts returns
Costs can have a material impact to long term value of investments
