Investment Management
We manage investment portfolios for clients on a discretionary basis. We construct the portfolios based on our highly diversified model portfolios. Most clients require capital protection with growth to be achieved, in order to enhance purchasing power in the long run. Each client’s risk profile is carefully established from the outset, and reviewed regularly.
We construct the portfolios from the whole investment universe using;
- Cash
- Fixed Income
- Global Equities
- Commodities
- Real Estate
- Alternative Investments including Hedge Funds
We aim to purchase “beta” at the lowest possible cost, whereas we seek “alpha” from the very best managers. It is proven that you cannot generate consistent returns with low levels of volatility by simply investing in the stock market. Some of the key features of our approach include;
- Model portfolios reviewed monthly
- Short term tactical allocations away from the models will be made on the basis of high conviction.
- Employing true absolute return strategies with low levels of equity market correlation.
- We manage risk carefully including: interest rates, currencies, counterparties and leverage.
- Continual review of manager performance and allocations.
Our fees include a performance element so that our interests are aligned with those of our clients, and we ensure that custody costs are amongst the very cheapest available. Due to the funds we invest in our minimum portfolio size is £250,000, or sterling equivalent for Euro and Dollar portfolios.
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