Our Investment Philosophy and Process
Our approach to investing allows us to optimise exposure to a broad range of asset classes and investments, creating opportunities, diversifying risk and delivering on your objectives.
Our Philosophy
Our philosophy in managing money stems from our desire to protect and enhance wealth over time. We believe it is essential to give equal priority to the management of risk and returns aimed at delivering strong, consistent risk adjusted returns over the long term. To accomplish this, we are guided by three core principles :
Active management – to actively seek out investment opportunities and manage risk
High conviction approach – Making bold asset allocation and investment decisions that diverge from the broad market benchmarks.
Unconstrained investment style – invest where we see value and not beholden to a market benchmark
Our Investment Process
We manage your portfolio in line with our philosophy and process which provides a structured, disciplined and consistent approach to long term investing.
Our investment process stems from a macro, top-down approach to asset allocation. We develop a high-level strategic view of perceived opportunities and risks within global markets, then allocate capital to the most appropriate asset classes within specific risk-reward profiles. Our investment process incorporates:
A meticulous investment framework
This supports our investment professionals to create optimised investment strategies tailored to each client’s specific requirements.
A multi-asset strategy
This approach allows us to construct diversified portfolios that target strong and consistent risk adjusted returns over time.
A forward-looking approach
This allows us to combine a macro top/down approach to asset allocation with a long term, high conviction approach to portfolio construction.
A dynamic investment philosophy
This provides opportunities to capitalise on market inefficiencies by applying short-term tactical asset allocation changes where these decisions are likely to benefit portfolio performance.
Confidence in our research process
Integral to identifying opportunities and ensuring that portfolio investments are subjected to a rigorous due-diligence process.
