Investment Philosophy

Acumen believes in a moderately active investment management style rather than a passive (or “set & forget”) approach. We have a medium to long - term time horizon and investment decisions and advice are based on each client’s specific financial profile and objectives. Our investment recommendations are made after an in - depth assessment of which asset classes are more likely to outperform under circumstances at the time.

Acumen adopts a conservative approach to risk and return. Within this approach, our aim is to identify quality assets at realistic prices - this is achieved by thorough research and sound investment judgment. The company adopts a fundamental approach to evaluating investment opportunities and has access to a wide range of external organisations including local and overseas broker research, economic research groups, live ASX data plus meetings with representatives of listed companies. 

Our underlying objective is to work with clients to clarify their expectations and assist them to achieve their financial goals.