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In this paper, we describe an original yet extremely simple investment method which brings together our best discoveries and could form the core foundation of investors’ portfolios. We have named this strategy ‘Diversified Stable Investment’. Whereas traditional asset allocation benchmarks tend to mix numerous investment asset classes, DSI is able to outperform using only government bonds and liquid equity.

In addition to DSI’s approach to diversification, this paper sets out a dynamic approach to risk management which, uniquely, can be tested since WWII. The combination of both allows better stability and provides investors clearly defined future expectations.

This paper is based on extensive research, some of which has been conducted in cooperation with Greenline Partners and dichtl research & consulting, and we are pleased to be able to share certain details within this paper.