Investing is simple, but not easy.
The key is to have patience and discipline.
Hybridge Investment Management follows a disciplined investment strategy rooted in principles that have proven their resilience over time.
It’s about time in the market not market timing.
Here’s how we do it –
Remain invested and steer clear of market timing.
Short-term fluctuations are notoriously unpredictable, so we focus on long-term strategy instead.
Historically, stocks have risen about 70% of the time over the past century. This means that stepping out of the market increases the likelihood of missing opportunities, being wrong seven times out of ten. Staying invested positions you to be right 70% of the time, ensuring you capture the full potential of long-term growth.
Invest in stable, high-quality assets and avoid speculation.
Preserving capital takes precedence over chasing quick profits.
The most effective strategy for long-term wealth preservation and growth is to focus on well-managed, financially sound, large, and established corporations with a proven track record of earnings growth. These industry leaders, guided by strong leadership, are not dull investments but rather reliable wealth generators valued by prudent investors.
Invest in growth at a fair price.
Even top-tier companies can be overpriced, so focus on value relative to earnings.
Selecting strong, well-established businesses with stock prices slightly below the average price-to-earnings ratio of their industry or the broader market provides a layer of downside protection. While highly priced equities can generate substantial returns if performance remains strong, they also carry significant risk if earnings fall short of expectations.
Optimize your investments with tax efficiency.
What you retain matters just as much as what you earn. Avoid short-term trading that benefits the taxman more than it benefits you.
Spread your investments wisely.
Putting everything on one bet could leave you with no way to recover if things go south.
Maintain investment discipline.
A committed approach reduces the risk of making investment mistakes, especially where an out-of-favor investment style is abandoned by emotional capitulation.
One great advantage of employing a money manager - and delegating investment decisions to that firm - is the removal of emotional decisions from one’s personal money by substituting a more objective approach.
If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes.
Warren Buffet
Hope is not a good investment strategy.
Dr. Benjamin Ola Akande
The biggest risk of all, is not taking one.
Mellody Hobson
Stocks are not lottery tickets. There’s a company behind every stock. If the company does well, the stock does well. It’s not that complicated.
Peter Lynch
Key Features of Our Investment Services
Delivering exceptional value through tailored financial solutions.
Individually Managed Portfolios
Professional Discretionary Management
Clients entrust day-to-day investment decisions to seasoned professionals with top-tier credentials. Our portfolio managers meet the highest industry licensing standards, enabling them to make informed trades with confidence. While we handle the complexities of investing, clients stay fully informed and free to focus on their personal pursuits.
Optimized for After-Tax Efficiency
With a lower turnover rate than mutual funds, individually managed accounts help minimize capital gains realization. Additionally, tax-loss selling strategies can be applied when necessary, ensuring investments remain tax-efficient.