They are designed to produce superior performance over the long term and preserve capital in a down market.

Our focus is on what private clients really need – superior long-term absolute returns, rather than short-term relative returns. Our investment philosophy requires discipline and patience, and research shows that it works.

Nexus’ “Growth at a Reasonable Price” investment philosophy uses company-by-company, bottom-up research to identify attractive stocks. Our team uses both internal and paid external independent research to identify stocks that meet our buying criteria.

We look for robust, attractively-priced companies with good fundamentals, experienced management, and strong, sustainable prospects. These are investments we can hold for the long term, resulting in low portfolio turnover and leading to better after-tax returns. Only when we find companies that meet these criteria will we consider investing. We are equally disciplined when it comes time to sell.

To control risk, we use careful asset allocation, diversification, high-quality holdings, and ensure a lower-than-market valuation multiple for the portfolio.



We actively manage the fixed income component of our portfolios, adding value by altering maturity and mix according to our outlook. We limit the fixed income portfolio to investment-grade securities. As our clients’ collective fixed income portfolio is substantial, we can trade at a very low transaction cost.

Nexus’ investment management services include segregated account management and a family of pooled funds.