Optimal Risk/Reward balances
Above all else, investment must aim to build upon initial capital after careful and diligent consideration of the risk of loss to or of the principal. Many of our clients acquire wealth after years of hard work and sacrifice and the prospect of losing it through a reckless deployment in the markets is understandably galling.
Lewis Bentley Group is wholly committed to the pursuit of profit for clients but not at the expense of unacceptable risk to the initial capital outlay. Sensible enough, most would say, but our advisers have often encountered portfolios where one or two stocks that may have represented exceptional value in years past still account for as much as 90% of the portfolio’s holding. This, in our view, is unacceptable risk and exposes the portfolio to what we call “risk of ruin”.