Our highly disciplined investment philosophy is based on four key facets:
Research! Research! Research! – Solid research being the foundation to long-term financial success, our buy and sell decisions for your portfolios are taken after methodical and exhaustive study and disciplined approach. We thoroughly dissect the securities we shortlist for investing in the portfolios and regularly gather in-depth, first-hand information on markets and companies around the globe.
Fundamental Investment Principles – We only choose investments after determining the difference between the fundamental value of a company and its market price. Our fundamental investment principles have been time tested.
Long-Term Approach and Low Turnover – We buy only after we are assured that an investment is suitable on a long-term basis. Hence our portfolio turnover is very low and hence tax-efficient.
Risk Management and Focused Diversification –We give great importance to risk management. We look at the overall financial picture and time horizon when managing your money. We stress on diversification in focused way to achieve low risk and consistent performance.
GoodWin Asset Management uses a combination of bottom-up and top-down investment strategy. We employ top-down approach in making
country selection. Once the country and the economy is selected and fits the investment criteria, individual securities are picked by using bottom-up approach for both the equities and fixed income portfolios.
GoodWin’s investment process involves the following Four important steps:
Planning
Asset Allocation
Execution
Feedback
GoodWin has outperformed the benchmark index S&P 500 consistently since inception. The method of stock selection based on high quality research
and fundamental analysis has helped in growing the assets of the clients on a consistent basis.
GoodWin believes Asset Allocation decisions are highly individualistic.
We concentrate in minimizing
risk and maximizing returns!
Strategic and Tactical asset allocation strategies to
