Investment Approach

Investment Philosophy
The philosophy of MacNicol & Associates is to preserve and increase the wealth of its clients by achieving consistent above average long-term results. Our strategy includes a disciplined focus, which provides clients with more diversification and less risk by reducing investment exposure to the factors of any single sector or country.

MacNicol & Associates is ideal for investors who

• Have a moderate tolerance for risk and wish to grow their capital
• Want access to an equity manager with a disciplined conservative approach
• Want the opportunity to invest globally in multiple markets and sectors

Our independence, controlled size, investment experience and commitment to our clients, make our firm an attractive alternative to larger firms in the investment industry. MacNicol & Associates is wholly owned by the principal of the firm

Stock/Sector Selection
Utilizing the extensive capabilities of its international network, the team at MacNicol & Associates has access to and communicates daily with leading advisors around the world who provide information on economic trends, as well as individual sector and security analysis.

Individual stock selection within the geographic areas are based on relative value, financial strength and liquidity and are concentrated in those key areas that offer superior growth potential in a two to three year time period.

Our global approach to investing is both value and growth driven. The strategy is focused on a top-down/ bottom up approach coupled with fundamental and technical analysis.