ETFs
The main equity tool in the strategy — broad diversification in a single instrument.
One purchase, hundreds of companies
An exchange-traded fund holds a basket of assets — often an entire index — and trades on an exchange like a single share. Buying one unit gives you a proportional stake in everything the fund holds.
This matters because it removes the need to identify which individual companies will do well. If one company in an index fails, its weight is absorbed by the hundreds of others alongside it.
ETFs are generally the main equity tool in our strategy for exactly this reason: they simplify diversification and reduce dependence on any single business.
The role ETFs play
Broad market exposure
A global equity ETF spreads a contribution across many countries, sectors, and companies at once.
Lower complexity
One instrument to hold and monitor, rather than dozens of individual positions requiring constant review.
Lower ongoing cost
Index-tracking ETFs typically carry lower annual charges than actively managed funds, which compounds meaningfully over decades.
What ETFs do not do
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