HAHN Investment embraces more efficient ways to capture the advantages of global investing for its clients. Portfolios are structured to benefit from superior diversification, risk control, lower costs, and potential tax optimization.  Employing proprietary techniques to add value to performance, we implement our global investment strategies primarily through the selection and management of “listed portfolios” (Exchange Traded Funds ETFs).

Importantly, our firm’s professionals apply themselves to understanding those investment dynamics that have the greatest impact upon returns. Our global investment approach is trained to the objective of achieving quality long-term returns with minimized risk.

Our focus is upon these key disciplines:

• Global Asset Mix: Traditional and Alternative
• Regional & Country Mix
• Industry Sector Selection
• Currency & Risk Controls

We scan the globe for the most solid investment opportunities on a risk-reward basis in every asset class. These determinations provide the strategy foundation for our construction of customized global portfolios. Our Asset Allocation, Industry Sector, Country and Opportunity strategies are carefully designed to add value against established benchmarks. Currency risks, inherent to global investing, are actively minimized through our investment policies.

Client portfolios are continuously monitored and aligned to our strategies in accordance with our proprietary value and cost disciplines.

Our investment perspectives are subject to rigorous and ongoing economic and fundamental analysis.

The main focus of HAHN Investment’s seven-stage strategy process is to deliver absolute, not relative results. Specializing in Asset Mix, Global Fixed Income, Equity and Alternative Strategies, we strive to anchor portfolios in highly diversified, stable investments.  An emphasis is placed on the minimization of all investment costs, as this is one of the surest ways of boosting long-term returns. Portfolios are created in the most efficient and low-cost manner possible, thereby improving performance.

No matter how extraordinary the factors impacting world markets may be, we seek to navigate client wealth safely through such times. We strive to adapt our portfolio strategies to evolving and secular financial environments.  Even as financial markets will always fluctuate, portfolios are structured to steward capital on a risk-adjusted basis that protects against volatility and losses.  We act to control and manage downward volatility, scrutinizing nine types of portfolio criteria ranging from currency through to credit and diversification.

Individualized portfolios are built to address specific objectives, risk tolerance, income, liquidity, currency reference and reporting requirements.  Clients may require different international diversification criteria. Therefore, each account is marked to a suitable currency and performance benchmark for every investment mandate whether oriented to Income, Balanced or Growth objectives.  Our firm’s investment approach also qualifies for Socially Responsible Investing (SRI) mandates.  Portfolio participation in equity markets is achieved while avoiding direct investments in corporations.

Discretionary investment counselling services are charged on a fee basis, aligning our long-term interests with that of our clients.  Fees are reasonable as we serve our clients acknowledging that costs have a significant impact upon long-term portfolio performance. We see it as our responsibility to retain accountability for the entire wealth management experience of our clients.

A comprehensive portfolio report is produced and mailed quarterly to all clients, providing a transparent record of all costs and transactions.  In addition, account information and portfolio holdings are viewable at any time by clients and their advisors through our web-enabled portfolio system.

The quarterly newsletter, Global Wealth Perspectives, outlines our independent views and current investment strategies. HAHN Investment also publishes the Global Spin™ and ETFocus, as well as other applied research, which provides incisive analysis on various issues that impact investors and retirement savers.  These publications are offered free to our clients and can be viewed on this website.