An investment philosophy is a coherent way of thinking about markets and how they function. It is the core set of beliefs we hold that dictate how we manage portfolios. Our investment strategies are the product of our investment philosophy.

Our investment philosophy is built on the experience of our people. The investment team at Alhambra has decades of experience in all types of markets and from many different perspectives. You can read their bios here. Our people share a passion for investing and markets, a thirst for knowledge and a fierce devotion to our clients. Our investment philosophy puts this experience and passion at the service of the firm’s clients to help them achieve their goals.

Wealth preservation is necessary for wealth accumulation. Risk management is thus central to one’s investment program. The client’s unique circumstances, time horizon and tolerance for risk are primary considerations.

Markets move through valuation cycles.  Insights on valuation are derived from a thorough knowledge of history and an ongoing analysis of macroeconomic factors such as monetary and fiscal policy, fundamental valuation and market psychology.  Armed with experience and knowledge, our goal is to take prudent risks to earn a reasonable return over the entire economic cycle.

Alhambra offers a number of different portfolio approaches based on investment philosophy and risk tolerance.  Investment strategies can be divided into two categories: Strategic and Tactical.  While most investors adhere to one category, the founders of the Company recognize the potential benefits of both approaches and construct and manage both strategic and tactical portfolios.

Investing Insights

See our Investing Insights page for a few tips and insights on how markets work and what’s important for successful investing.