STRATEGY

CAIM employs a pragmatic approach to managing money.

• CAIM is not limited to any single style "fundamental” or "technical". It is pragmatic and picking the right style - as his analytical template - at the right time is fundamental to his process.
• CAIM is not looking for a single, perfect, 100% certain idea. The advisor is looking for a variety of separate investments where, in each case, the balance of risk and reward is heavily in its favour.
• In investment terms, a market is not necessarily good or bad; it depends at what time and at what price. At the end of each year CAIM judges itself on the value of the portfolio not the quality of its ideas.
• CAIM respects the market and is paid to change its mind. U-turns are allowed. Previous positions, convictions, philosophies, presentations, debates, where necessary, must be thrust aside by "what is right now".

RISK MANAGEMENT

We believe that an investment strategy can only be as successful as the discipline of the manager to adhere to its requirements in the face of market adversity.

Positive management of risk is at the heart of CAIM´s approach. Strong emphasis is placed on market analysis and trading, alongside fundamental analysis. 
Often the first indication of a change in circumstances can be seen in financial market prices and the market can often guide the efforts of CAIM´s analysis.

Furthermore, where fundamental views are strongly held, technical analysis can provide a useful catalyst for a change in stance.

The risk management process means funds may increase and reduce holdings in a market many times before finally relinquishing a position. 
A system of stop losses, combined with market analysis, enables CAIM to limit losses on specific positions.