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Grail's Investment Philosophy

The consistency created by competitive advantage generates greater investment certainty.

Risk and Return

When it comes to stock markets there are many misconceptions about risk and return, some of which are described in the GEMS section. Of course safety is particularly needed when knowledge and experience is in short supply. In fact, Warren Buffet correctly called it when he defined risk as not knowing what you are doing.

The counter-argument of this is surely that knowledge not only reduces risk, but is able to generate very hight returns, such as thos of Warren Buffet himself, Peter Lynch, Martin Zweig, Benjamin Graham and other Wall Street legends have proven over the years.

The Ultra Alpha Portfolio, which is a buy-and-hold research portfolio, was put together on 29 December 2017. Since its inception the portfolio below, which holds 79 stocks, has an average annual growth of over 97%. This is because of the unique methods developed by the Grail Equity Management System (GEMS). The second chart shows that the portfolio's risk profile is considerably better than the S&P 500 Index's, or the market risk. Thus, the conclusion is that the higher the return is the lower the risks of losses are.