Investment Process

Investment Philosophy

OUR EDGE
Active management to control risk and maximise returns as the environment dictates.

COMMON SENSE
We deliver unbiased investment decisions by dispassionately evaluating the balance of evidence. Our process has no ego and is free from human bias and behavioral misconception.

CLARITY
NFG Partners only invests in the traditional asset classes of equities, bonds, gold and cash. Our portfolios are exclusively invested in exchange-traded funds and other listed index trackers.

Evidence Based Approach

CLEAR

Completely transparent and understandable

ROBUST

Supported by common sense investment principles and decades of empirical analysis

Repeatable

Free from emotional bias and cognitive error

Evidence Based Asset Allocation

1.INPUTS

GROWTH

INFLATION

RATES

CREDIT

TREND

2.ASSET MODELS

Equities Bonds Golds & Commodities

3.PORTFOLIO

Performance

Delivering superior risk adjusted returns since inception

Net performance shown since 01/01/2016. NFG Balanced Model Portfolio was, prior to the October 2023 acquisition, known as the Harver Capital Balanced strategy. This strategy was previously run live with Harver Capital since 2016.