Portfolio Strategy
Capital preservation
Growth with a quality tilt
Minimize impact of global volatility
Manage risk wherever possible
Full ownership and portability of investments
CA manages day-to-day investment matters, including most investment decisions and rebalancing
Richard informed via monthly investment reviews; serves as a sounding board to the CA team
Ian and Richard included in meetings with managers under consideration, retaining veto power on decisions
CA proactively communicates with the Duncans and Richard on global economic dynamics and investment trends
Frequent communication and full transparency are baseline principles for the relationship
Governance
Something about governance
Governance
Relationship Parameters