Our investment process

Who we are

How we do it

Taking a long-term outlook

At Tan Allen Piguet Asset Management, our investment process has been fine-tuned throughout years of geopolitical instability and multiple economic cycles. Ever-changing market conditions have demonstrated our strategies to be robust and effective in both protecting and growing our clients’ wealth.

Economic forums

A well-formulated global outlook is fundamental to our investment process. Tan Allen Piguet Asset Management endeavor to forecast market and economic cycles rather than waiting for events to happen and then reacting. This is not always possible, as the investment world can be unpredictable, but recognizing global trends early allows us to research and identify opportunities and mitigate risks well before they happen.

By distilling the knowledge and research that emanates from the forums we hold, we are better positioned to forecast market trends and economic cycles in the weeks, months, and years ahead. Our top-down analysis approach is combined with a bottom-up outlook gained through research of specific companies’ stock, sectors, and markets. These forums involve highly experienced investment managers, together with leading figures from the business and economics world.

Investment panel

The Investment Panel distills and consolidates collective knowledge and research resulting from these forums and other synergistic influences in order to build a consistent and cohesive investment framework.

Long term perspective

Our investment team seeks to identify holdings that have the potential to perform well over a period of several years.

While this method can sometimes mean that our view will differ from the general market consensus, the expectation is that new information will emerge, and that information should corroborate our viewpoint and thus guide the consensus of opinion in the right direction.

This long-term strategy does not restrict us from taking advantage of short term opportunities or restrict an opportunistic outlook when appropriate.

Discipline and understanding

Long-term investing needs discipline and understanding. The majority of our investment professionals have been with Tan Allen Piguet Asset Management long enough to have embraced numerous market cycles. Consequently, they have the foresight and prerequisite awareness to plot a safeguarded course through volatile markets.

A solid organizational culture

Taking a long-term view is achievable through the very way our company is organized and managed. Owned and operated by our senior management, Tan Allen Piguet Asset Management offers the perfect environment for investment professionals to retain a long-term perspective when seeking investment opportunities.