Investment Process

The strength of our approach lies in our ability to balance innovative thinking with institutional discipline; customized strategies designed to achieve results. With a long and proven track record of working with investors, DCM has established a disciplined investment process that is tempered with understanding a client’s risk/return tolerance, goals and objectives while striving to achieve optimal performance.

Disciplined Approach
DCM’s 5 step investment process is built from decades of investment experience and strives to provide a client with optimal portfolio performance given their risk and return objectives. We define it as: 1) Understanding Client Needs 2) Macroeconomic Factor Analysis 3) Asset Allocation and Identification of Investable Themes 4) Manager Selection 5) Portfolio Construction & Monitoring.

Current & Innovative Thinking
We apply a fresh, global-market perspective when developing portfolio strategies and evaluating investments. At the same time, we are grounded by an institutional research methodology which enables us to monitor risk and manage our client’s objectives.

Active & Dynamic View
We frame asset classes within a broader view of market and global conditions to capture optimal portfolio performance. Furthermore, we actively manage and monitor portfolio exposures and make shifts based on market and global developments.