Growth with less risk

At Cumberland Private Wealth, our goal is to deliver consistent investment performance over time while providing a unique client experience that exceeds your expectations.

Cumberland’s proprietary investment process is value-oriented, with a focus on quality companies. Since 2000, we have generated attractive long-term returns while protecting our clients’ capital.

Your own dedicated Portfolio Manager works closely with you to develop an investment portfolio tailored to your lifestyle and investment goals. You’ll be invited to meet the senior partners and talk with the people managing your money. After all, their assets are invested alongside yours.

At Cumberland, success is always mutual.

Growth with less risk

Our goal is to deliver consistent investment performance over time and a client experience that exceeds your expectations.

Since 2000, our value discipline and focus on quality has generated attractive long-term returns while protecting our clients’ capital.

At Cumberland, your Portfolio Manager develops an investment portfolio tailored to your lifestyle and investment goals. You’ll meet the senior partners and talk with the people managing your money. After all, their assets are invested alongside yours.

At Cumberland, success is always mutual.

The Cumberland Difference

Unique client experience
Your own dedicated Portfolio Manager and exceptional service.
Your own dedicated Portfolio Manager.
Investing alongside you
We prosper when you prosper.
We prosper when you prosper.
Independent
Our advice is unbiased.
Our advice is unbiased.
Employee-owned
Our commitment runs deep.
Our commitment runs deep.
Proven performance
Attractive long-term performance with less risk.
Attractive long-term performance with less risk.

How we invest

How do we construct portfolios that deliver long-term growth with less risk?

Our investment process combines top-down macro analysis with bottom-up research of individual securities. We draw on decades of experience and our proprietary stock selection models to identify high quality companies that are undervalued, offering attractive upside potential and less downside risk.

Using top-down macro analysis and bottom-up research of individual securities, we identify high quality companies that are undervalued, offering attractive upside potential and less downside risk.

What goes into a Cumberland portfolio

Insight

Into secular trends, investment themes, geo-political events, economic factors.

Strategy

Identify most favourable asset classes, themes and regions.

Conviction

To follow a disciplined, proven process; to stay the course in down markets.

Teamwork

No “star” managers; we challenge each other’s thinking and share ideas.

Wisdom

Our investment managers bring an average of 18 years’ experience.

Integrity

Unbiased stock selection and independent research.

What comes out

Performance

Underpriced stocks that are fundamentally sound with good growth prospects rise in value when markets recognize their true value.

High quality stocks that are underpriced offer solid growth potential.

Stability

Less volatility due to our value investing style and active risk management techniques such as currency hedging, portfolio insurance and options.

Less volatility due to our value discipline and active risk management.

Quality

Stocks that pass our rigorous tests and ongoing due diligence are the foundation of a solid investment portfolio.

Stocks that pass our rigorous tests create a solid foundation.