Our Mission
To help our clients and their Financial Advisers shine a light into the dark corners of the DFM world, where fees can be high, but performance often disappointing.
Our Approach
As our company name suggests, we are global explorers, although these days, spend our time navigating the increasingly treacherous waters of global investment markets.
So, by design, our methods and process is also global and built upon a three-stage, data-driven investment approach that spans the full range of asset classes our clients wish to use. But, as markets ebb and flow and investment conditions change, so our approach has flexibility built into it, allowing us to adapt and remain agile as markets move or trend.
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Stage 1 - MRI Scan
Our process starts with our MRI Scan, a proprietary, in-house, market and sector performance analysis screen.
MRI sits firmly at the base of our ETF monitoring pyramid and underpins much of what we do and how our processes are built. Part algorithm, part human and occasionally part light-bulb moment, we want to quickly pull-out trends within the factors, sectors and funds we follow.
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MRI provides us with early tactical tilts within our model portfolios, as we look to capture (or avoid), as much of a market's move as we can. Any unexplained changes in volatility or performance within our monitored list of investments are also looked at, as we know that even short-term bumps in the road can quickly derail a client's long-term plans.
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Stage 2 - BAROMETRICS
The results from our MRI scan are then quickly filtered through our BAROMETRICS screen, which takes a more granular look inside the trends identified, but down at the fund level. Simply, we aim to rapidly highlight investments we feel are likely to out-or-under perform should the current market direction continue.
Stage 3 - FIT INDEX
Finally, any funds still left standing after Stage 1 & 2, must pass through our Magellan FIT INDEX test. In simple terms, we are looking for that sweet-spot of fund managers who 'earn their fees' by performing well, but without taking too much extra market risk to do so. However well a fund may have done, we are looking to avoid managers who may have done well by 'betting the farm'.
