How We Invest

How We Invest

Findlay Nicolson employs a carefully structured and highly disciplined approach to investing. It is a method that has served our clients well over the years and one in which we continue to have unwavering faith. We follow a well-refined investment philosophy that lends itself to the generation of favorable investment returns regardless of the prevailing market conditions.

This does not mean that we are rigid – on the contrary, we cherish our ability to adapt and change when the need arises but when we do deviate, it is never too far from the core wisdom of our fundamental investment beliefs.

Driven by Research

We rely on cold, hard and unyielding research to power our decision-making processes. We purge emotion from the equation preferring to let the purity of math and fundamental analysis form the rationale for our recommendations.

Our Investment Philosophy at Findlay Nicolson
Risk-adjusted investment management
Our Investment Philosophy

In our considered opinion, it is not necessary to expose capital to excessive levels of investment risk in order to achieve consistently strong returns.

Sector-specific expertise
Our Research

Central to our investment philosophy is the fact that our in-house, sector-based fundamental research forms the foundation of successful investment process.

Our Research at Findlay Nicolson
Our Process at Findlay Nicolson
Proven to succeed
Our Process

As the old adage states, "a failure to plan is a plan to fail" and nowhere is this proven as vividly and as often as it is in matters of investment.

Access to asset classes

We invest in several types of securities, but the majority of our clients are concerned with three main classes; stocks, fixed income and mutual funds/exchange-traded funds.

Securities at Findlay Nicolson
Discretionary Investment Management
Proactive management style

By entrusting us with limited authority to make discretionary investment decisions on your behalf, you are free to go about your normal business safe in the knowledge that we are working hard to see to it that your investment return objectives are met.

Discretionary Investment Management at Findlay Nicolson
Financial Planning Services
Planning for tomorrow, today

No two investors are identical. Your life develops like no one else's and, as such, it requires a financial plan of action that is personalized to reflect your situation and your life's own unique characteristics.

Financial Planning at Findlay Nicolson
The LongShort Report
Sophisticated investment insights

The LongShort Report is a popular subscription-based investment report for more experienced investors who have a desire to profit from the short-term volatility typically associated with financial markets.

Findlay Nicolson Long Short Report

Become Our Client

Just as the proverbial thousand-mile journey begins with a single step, the path to lifelong prosperity begins with making a single decision. Today's financial world with its complexities and rapidly changing perspectives means that simply doing nothing is actually a far riskier proposition than taking a sensible, professionally-guided approach.

Findlay Nicolson is such a professional and, with our help, you can be sure that, whatever the future brings, your finances will never be an impediment.