Voted #6 on Top 100 Family Business Influencers, most influential expert on Wealth, Finance and Investments: Jacoline Loewen LinkedIn Profile

October 1, 2016

Boring the way investing should be

Mawer Investments Jamboree 2016 and Jacoline Loewen
What a great evening hosted by Mawer Investment Funds who ran a Calgary style jamboree for the Make a Wish Foundation. Mawer have as their tag line for their business: be boring, make money. It is true that Mawer funds are rated well but their style of entertaining for a good cause is far from dull.

Boring: The way investing should be

Before I got into the wealth management business, I was working in corporate finance and trying to get companies to sell to private equity. That was definitely exciting, and the returns were double digit or zero - really exciting. Now that rate of return sure is thrilling to vision but the downside is not as attractive.
I have since learned that keeping a large pool of your investments in safer pools of investments is actually the main target of wealth management, which does mean lower returns than Venure Capital investing. Those private investment,double-digit returns can still be attained by using small capital investments which will not break ou if you lose the entire deal. You can still have the excitement of investing in early stage entepreneurs without betting the house.

Short term combined with long term

It is sort term and long term thinking combined.
So think about what is exciting as a potential investment - go ahead. Discuss it with your friends at the golf course. Then think long term. Do you have an income stream from your investments until you are a 100 yars old? After that, by all means, beat on the next business investment your buddy shows you. Your family will thank you for sticking to that long term outlook though.
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