Our Investment Philosophy
Your best chance for long-term success.
Your best chance for long-term success.
The evidence is overwhelming: Most investors underperform the markets in which they invest. This is why “active” investing—characterized by stock picking and market timing—has been called a “loser’s game.”
Based on a philosophy that is fundamentally different, Old Mutual Investment Group's approach replaces short-term emotion with discipline and reason.
Fundamentals of Successful Investing
The key to successful investing lies not in the constant struggle to outperform the market, but in constructing and adhering to a sensible investment plan.
Our personalized investment plans are built on seven key principles, including:
- Asset allocation
- Diversification
- Rebalancing
- Minimizing taxes
- Index funds
We believe how investors behave in the decades to come matters more than how their portfolio behaves over the days to come.
Please note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the Impact Portfolio or any other investments and/or investment strategies recommended and/or undertaken by Old Mutual Investment Group Capital) will be profitable, equal any historical performance level(s), or prove successful. No portfolio constructed by Old Mutual Investment Group should be construed as without risk; to the contrary, losses can and will occur.
The Impact Portfolio
For those who wish to align their investments with their values, we offer the Impact Portfolio.
Our guide will show you how Old Mutual Investment Group builds an impact portfolio to balance “doing good” by the environment with the principles of “good investing.”
Please note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the Impact Portfolio or any other investments and/or investment strategies recommended and/or undertaken by Old Mutual Investment Group Capital) will be profitable, equal any historical performance level(s), or prove successful. No portfolio constructed by Old Mutual Investment Group should be construed as without risk; to the contrary, losses can and will occur.