Our Outlook

Our Outlook

We are cautiously optimistic on the global economy but remain positioned to change tactics in the event of an unexpected downturn in growth expectations. The excesses that caused the last global financial crisis appear to have been purged meaning that fertile ground exists for capital to grow.

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