OUR PRINCIPLES

Our investment principles.

Rebalance your portfolio regularly

A portfolio began with a 50/50 allocation to stocks and bonds and was never rebalanced. Over the next 10 years, the portfolio drifted to an allocation that was 71% stocks and only 29% bonds—leaving it positioned for larger losses when the COVID-19 crash hit in early 2020 than it would have experienced if it had been rebalanced regularly.

Save and Invest Today

2020 was a very volatile year for investing, and so many investors were tempted to get out of the market and they did so at their peril. For example, if you had invested $100,000 on January 1st 2021, but missed the top 10 trading days, you would have had $51,256 less by the end of the year than if you’d stayed invested the whole time.

Diversification

Build a diversified portfolio based on your risk tolerance. Diversification lowers your portfolio's risk because different asset classes do well at different times. If one business or sector fails or performs badly, you won't lose all your money. Having a variety of investments with different risks will balance out the overall risk of a portfolio.

Minimize Fees and Taxes

Markets are uncertain but fees will always be certain. Pay attention to the net returns and minimize your taxes to maximize your returns.

Ignore the noise

Press makes noise to sell advertising. Markets fluctuate. Stay focused on your plan.

Establish a financial plan

Committing to a plan can put you on the path to building wealth. Investors who make the effort to plan for the future are more likely to take the steps necessary to achieve their financial goals.

Our Work

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OUR WORK GIVES YOU INSIGHT INTO OUR ABILITY

Vision Fund was founded in 2005. We place great importance on local proximity, which we deliver globally through Vision Fund.

Under the global umbrella of Vision Fund we concentrate on a single business: wealth management. We are advisors, not sellers. Our approach takes into account the entrepreneurial, financial, family and, personal situations of our clients. By fostering dialogue with our clients we are able to provide them with tailor-made wealth management and wealth planning solutions that meet their short-, medium- and long-term life objectives. We provide our clients with a dedicated point of contact, in the form of a senior banker and a multidisciplinary team, who bring together the necessary expertise from across different sectors as well as a range of experience to support holistic wealth management. The team and management services are set up in accordance with the client's needs and the structure of their family and finances.

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EXPERIENCE

Our local expertise and global reach provide our clients with unique market commentary and insights. Our 50+ research professionals follow over 500 companies globally, with broad industry coverage across key growth sectors of the global economy.

Our highly regarded Capital Markets team is very active in the private equity sector. Our eligible wealth management clients have exclusive access to the diverse range of new share issues, initial public offerings (IPOs), and other investment opportunities they deliver, complete with automatic notification and direct bidding.

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TRUSTED ADVISORS

TRUSTED ADVISORS The world’s leading corporations and financial institutions trust Vision Fund to help them solve problems and capitalize on opportunities.

SUPERIOR EXECUTION

Leadership positions in our chosen markets enable us to anticipate market trends and see opportunities as they develop and execute them cleanly.

GLOBAL PARTNERS

GLOBAL PARTNERS More than 1,000 professionals in 17 countries combine local market expertise with Vision Fund substantial global product resources, technology, and capital.

CULTURE OF INNOVATION

For more than 30 years we have pushed beyond the status quo to trade new securities and improve existing structures; create sophisticated analytics and trading systems; structure landmark transactions, and help clients find the right strategies to improve performance.

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