Investing. It’s a matter of principles.
At Bluefin we don’t believe in pursuing impromptu gambles for short-term gain. Instead we focus on helping you achieve your long-term aspirations by strategically applying more than 100 years of factual evidence and Nobel prize-winning economic theory to your portfolio of investments.
These clear investment principles are the foundations of our investment philosophy.
Invest – don’t speculate
Speculators gamble on short-term opportunities. The rewards may be high but the risks are extreme. Instead we will focus on the longer term potential for consistent growth.
Capital markets work
Index tracking and passive investing should form the core of any long-term portfolio in order to protect you from the ups and downs of an individual fund manager’s performance, and the erosive effects of their extra cost over time.
Over long periods many of the ups and downs in the market cancel themselves out. By staying invested you won’t miss out on the upturns and will be compensated for the downturns.
By spreading your money across a range of unrelated asset classes your overall position is better protected if one underperforms.
Focus on the portfolio as a whole
Efficient allocation of your money across a range of assets is more effective than concentrating on individual stocks.
Compensate for risk
The greater the risk the greater the reward needed to compensate for it.
We now have a long-term investment strategy that gives us the confidence and reassurance to be able to get on with enjoying our retirement.
MR & MRS MACKENZIE