BPW’s Investment Philosophy

BPW’s research driven investment approach to portfolio construction is underpinned by four key benefits:

1. A dynamic approach to portfolio management to achieve investment objectives to manage downside risk
2. Investing in high quality investments underpinned by Lonsec’s extensive research
3. A strong risk management culture supported by a rigorous governance process
4. A diversified approach to portfolio construction

Our portfolio construction approach seeks to smooth out market returns and protect your investment. Smoothing out returns to forgo some potential upside whilst limiting the downside, will result in superior long-term performance. Philosophically aligned to this belief, our portfolios are designed to keep pace with market returns while outperforming the market during a downturn.