Triple Partners beleggingsfilosofie

Capitalism works

Investors should expect to receive a fair long term return on investment.

Never, ever forget the Facts 

  1. In the long run, investors cannot earn more than companies make.
  2. In fact, investors make less, because of “frictional” costs to access the market.
  3. The investment management business in aggregate creates no incremental return. Their costs equal profits taken away from investors.

The games are an Illusion 

  1. Don’t pick stocks.
  2. Don’t try to time the market.
  3. Don’t pick fund managers.

 Markets can be irrational (we just don’t know when)

  1. Focus on long term risk management, not on short term gains.
  2. Stick to your risk profile and rebalance annually.
  3. Be fearful when others are greedy and greedy only when others are fearful.

 The simple truths are the Investment Solution 

  1. Control your emotions, by having the discipline to stick with your investment plan at all times.
  2. Minimize costs, by working with efficient institutional partners who share our investment philosophy.
  3. Manage uncertainty, by broad diversification within and across asset classes.

 A client owned firm is the Business Solution 

  1. All clients should become, or be treated as owners.
  2. Be completely transparent in everything you do.
  3. Invest your money along with your clients.

Capitalism works

Investors should expect to receive a fair long term return on investment.

Never, ever forget the Facts 

  1. In the long run, investors cannot earn more than companies make.
  2. In fact, investors make less, because of “frictional” costs to access the market.
  3. The investment management business in aggregate creates no incremental return. Their costs equal profits taken away from investors.

The games are an Illusion 

  1. Don’t pick stocks.
  2. Don’t try to time the market.
  3. Don’t pick fund managers.

 Markets can be irrational (we just don’t know when)

  1. Focus on long term risk management, not on short term gains.
  2. Stick to your risk profile and rebalance annually.
  3. Be fearful when others are greedy and greedy only when others are fearful.

 The simple truths are the Investment Solution 

  1. Control your emotions, by having the discipline to stick with your investment plan at all times.
  2. Minimize costs, by working with efficient institutional partners who share our investment philosophy.
  3. Manage uncertainty, by broad diversification within and across asset classes.

 A client owned firm is the Business Solution 

  1. All clients should become, or be treated as owners.
  2. Be completely transparent in everything you do.
  3. Invest your money along with your clients.