Our philosophy focuses on what has historically worked using over 100 years of market data and over 60 years of academic study.
Being Globally Diversified:
Each portfolio invests in over 14,000 of The Great Companies of The World (TGCOTW) and their next generation. The goal is to capture the difference between the returns from this company and inflation. Achieving this leads to financial prosperity.
Low Investment Costs:
High fees are considered detrimental to performance over time, so the focus is on minimising costs by using a passive asset class approach.
Trusting the Markets:
BettrInvest Portfolios rely on the belief that capital markets work and that The Great Companies of The World should deliver above inflation returns over time.
Discipline and Coaching:
We help investors understand market behaviour, manage expectations, and avoid impulsive reactions during extreme market conditions. Knowledge sharing and ongoing support are offered to all clients.
We recognise the importance of sustainable investing and offer portfolios that align with environmental, social, and governance (ESG) principles.
Some of our favourite investment quotes:
“The stock market never loses money, only people do.”
“A temporary decline is not the same as a permanent loss.”