• Service Schedule
• Investment Philosophy
• Investment Professionals
• Investment Process

Our Investment Philosophy

McLean Budden’s investment philosophy is one of balance. Our ultimate goal is to exceed clients’ objectives, but it is always offset by the care we take to avoid unnecessary risks. 

We believe, for a balanced portfolio, the largest potential source of added value is superior equity management. Companies are selected for either superior earnings growth or uncommon value, with management ability being a key determinant as well.

Bonds also play an important role and are managed to maximize return while maintaining a high level of credit quality. We purchase only investment grade bonds and conduct credit research in-house, thereby ensuring optimal risk reduction. In fixed income management, we focus on term, sector and yield management with the objective of adding value while maintaining a high quality portfolio. Asset mix management, on the other hand, is designed to increase returns and lessen overall portfolio volatility, while adhering to the long-term risk tolerance of each client.

As you see, ‘balance’ is not a word we use lightly; it is a word that represents the foundation of the specific strategies we use to build your portfolio.


 

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Contact Us

For all general inquiries, please contact us any time at

+1 416 862 9800

privatewealth@mcleanbudden.com

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