Conditioned for Excellence

None of us wants to fall into the mediocrity trap. The start of the year is an essential time to self-evaluate and strategise on how to condition ourselves for excellence.

Albeit that we are proud to advise to a client base in excess of R12 billion and have attracted various premium clients, we are focused on continuously empowering our clients to remain top performers versus their relevant peer groups.

It is very rewarding to see that our business continues to make a purpose driven difference. As with every year since the inception of our business we channeled 10% of our profits via our GraySwan Charitable Trust to our community. For us real business is about more than just making money. We’ve been given two hands, one to receive with and the other to give with.

Whilst we recognize that the old way may still be the best way, we never stop looking for better advisory solutions for our client’s needs. This year we will focus on finding new ways to serve our clients even better.

We are developing a leading edge proprietary on-line performance and risk reporting tool, which we intend to roll out to our institutional clients by end of the first quarter. It has been a two-year project and we know the final result is going to be worth the effort. The tool will form part of our relentless performance and risk measuring process of investment results. Also be on the lookout for our new website and branding as well as research snippets to be rolled out soon.

We have always done things right, and in 2016 we will move beyond that to also be doing the right things. Doing the right things and doing it exceptionally well.

Our business principles remain in tact as we move forward. That is, our clients’ interest comes first and we always strive to provide excellence with absolute integrity. Excellence is not an act – it’s a habit.

As a final thought, we share Mark Zuckerberg’s note –  “…in a world that’s changing really quickly, the only strategy that is guaranteed to fail is not taking risks.

We believe there are specific opportunities in the markets, which we are advising our clients to consider. Reward often follows calculated risk. Our levels of due diligence will remain beyond the corporate norm. We need to think straight and talk straight.

Creating wealth for our clients by doing the right things in the right way, with a commitment to excellence will always be what we’re about. We look forward to another wonderful year with our clients.