When evaluating a company as a potential investment, it is necessary to focus on the competitive advantages the business has. It is only fair, therefore, that we evaluate our business in the same way. Below we set out what we believe are Cypress’ competitive advantages when it comes to providing investment management services.
We follow the Guidelines of Academic Theory
Our investment management process is based on the investment philosophy of leading academic researchers such as: Markowitz, Sharpe, Tobin, Fama, French, Black, Treynor, Kahneman, Brinson, Malkiel, Bogle, Ellis, Swensen and Samuelson.
Our primary goal at Cypress Capital Management is to provide top-quality client service at a reasonable cost; where the best interest of the client is paramount. We are committed to being honest and transparent regarding return expectations, risks, fees and our capabilities as investment managers. We strive to align our interests as managers with those of our clients, to minimise potential conflicts and to ensure we are working towards the optimal investment solution for each client.
Our quarterly reports
Along with their detailed account holdings, Cypress clients receive our quarterly report that outlines our views on the current state of the market. See below for our most recent quarterly report.