Investment Strategy

Our Approach

Preserving capital and limiting risk is the foundation of LDIC Inc’s investment philosophy. Our approach to opportunities consistently focuses on value creation and realization. The objective is maximizing client assets through preserving capital, managing risk, compounding returns and selecting the best investments, while reducing transaction costs. Our method is relying on the most capable portfolio managers and analysts, supported by technology - not the reverse.

Through careful understanding of our clients’ objectives and individual risk tolerance, the Firm develops and implements specific asset allocation policies for each client and their unique investment needs. Portfolios are individually supervised and investments are selected for suitability to a client’s investment objectives. Each client’s personal financial circumstances and investment temperament are carefully discussed and mutually agreed upon to provide a worry-free service. Our careful attention to individual needs and investment objectives is the hallmark of our approach.

Our team invests their own money alongside that of our clients. We do not constrain our investment practices to rigid trading programs, whereby more emphasis may be placed on following the program, than on analysis of specific companies and the market conditions. Seeking unique investment opportunities, such as undervalued companies whose growth potential is yet to be realized by the marketplace, is another way we lead in selecting investments that show excellent growth potential and are poised to outperform the market. To support our approach, we blend thorough fundamental analysis with technical research to create value for our clients. Our technology supports our acumen.

Performance

Our performance is the result of the disciplined approach of our investment philosophy.

At LDIC, we use a value-oriented approach to preserve your capital while generating investment growth to meet your needs. You will meet directly with LDIC partners - owners of our firm whose personal investments are directly parallel to yours.

As an LDIC client you can expect:

The large number and different types of investment products and mutual funds being offered today can misdirect even an experienced investor. With the current level of complexity, rapidly changing market conditions and constant new business developments affecting investments, busy people lack sufficient time to develop a knowledge base for proper management and regular monitoring of their investments.

To properly evaluate, compare and select the right securities for your situation, takes an investment of time, development of knowledge and acquisition of skill. With our professional support, our clients are able to focus on making informed decisions; we do the ground work.

LDIC has experienced, qualified and professional personnel to look after your investment portfolio, make recommended changes and properly manage your investments according to your individual needs and financial objectives.