We make use of both novel and more traditional, time-honored risk mitigation techniques that are designed to insulate our clients against the ravages of unforeseeable market volatility.

That said, we place far greater importance on ensuring portfolios are built with an inherent capacity to offset the potentially damaging impact of such events by virtue of their diversification. This is a “prevention-is-better-than-cure” approach that we have never had cause to regret over the years.Generally, position sizes in individual securities will account for 1% to 5% of the portfolio’s overall valuation and very rarely will a single holding represent more than 10% of a M&B Capital-constructed portfolio.

As mentioned, we employ some more contemporary risk mitigation techniques in order to mitigate the potentially corrosive impact of market volatility on the value of assets held within our portfolios. Among these novel tools is a “covered call” option strategy and, occasionally, we will take short positions on certain assets but, as a general rule M&B Capital do not invest in options for speculative purposes. We only use covered call options in instances where that strategy is appropriate.

M&B Capital expertise encompasses global equities, commodities, corporate bonds and exchange-traded funds.