Investment philosophy

We’re committed to achieving strong long-term investment returns without taking undue risk.

In our view, the best way to achieve that is an active, global multi-asset investment style.

Our global approach offers broader opportunities and exposure to markets with higher potential growth levels.

By diversifying portfolios across a broad range of assets, markets and sectors, we aim to increase potential returns for any set level of risk. It also helps to protect against steep falls in financial markets.

Active management is central to what we do. We monitor macro-economic and market factors and identify cyclical trends. Then we adjust our portfolios with the aim of increasing investment returns.

Our aim is to use the most appropriate investment instrument for each opportunity. We don’t invest directly in individual equities, preferring third-party vehicles, which give access to a broad range of assets, in-built diversification, and tax benefits. Downside protection is built into all our investment decisions.

Using passive funds where appropriate helps us to keep costs reasonable and boost real returns for your clients.

Robust risk management gives us the confidence to take significant positions where our convictions are strongest.