Investment Process

WHILE SOME OF THE LARGEST INSTITUTIONAL INVESTORS MAY BE COMFORTABLE HOLDING ASSETS THROUGHOUT AN ENTIRE ECONOMIC CYCLE, WE BELIEVE OUR CLIENTS RIGHTFULLY EXPECT US TO BE ACTIVE.

MULTI ASSET CLASS AND THEN SOME……
We do not set long term strategic asset allocations and then forget about them. Unlike more traditional approaches, our absolute return portfolio strategies, and their construction, provide us with the capability to actively manage your stock market exposure, in a very cost effective manner.

We manage your portfolio using strategic asset allocation derived from our macro assessment, which seeks to identify the prevailing investment winds, which favours the outperformance of certain assets over others. While we have a deep understanding of long term economic trends our main interest is in how they influence where we can find value for our clients now and in the near future. We focus on opportunities that will generate value in the immediate future, as well as capturing longer term thematic drivers.

LIMITING DOWNSIDE VOLATILITY
We can invest in a wide variety of assets and strategies, including equities, bonds, currencies, property, commodities and private equity as well as other alternative investments such as forestry, volatility or gold. Strategies include equity market neutral, managed futures and relative value trades. Our funds and portfolios can also stay invested in cash and use derivatives in order to enhance returns and/or limit downside volatility.

By investing in assets that can have longer correlation to each other, downside risk can be reduced. Active management on a daily basis to take advantage of the best global investment opportunities at any time, can help further improve the risk-adjusted returns.

We may also buy investments denominated in foreign currencies, if we feel that they provide sensible diversification for a Sterling denominated investor.