Portfolio

Employing a managed portfolio approach is the way to achieve outperformance.

When it comes to your financial future, it is important to have an investment manager who has the expertise, through up and down markets, to maintain a disciplined philosophy and who has a proven methodology for investing.

On the equities side, Padlock follows the GARP (Growth at a Reasonable Price) methodology. GARP assists in the identification of businesses that are undervalued relative to the market and have a basis of growth in their business and potential revaluation upwards to generate outperformance. Padlock subscribes to various investment advisory firms and databases that provide invaluable insights, corporate information and financial data.

When selecting bonds, Padlock takes a passive laddered approach. This approach allows greater flexibility to ensure that all of your bonds mature at different times, thus benefiting from changing interest rates and not being locked in to one rate over a long period of time.

Padlock Investments is ready to take on your investment portfolio. Ask us how!