These six points set out our aims and methodologies to successfully run investments for our clients. Each of these points offers further justification to why we want to become your key investment partner.
Rigorous Investment Framework
The process of how we manage clients’ investments has evolved over the last 10 years. Both the decision making process and tools involved underpin our unique framework to decision making.
Equally Quantitative and Qualitative Approach
We value equally the models and number crunching that forms the base of our process, to the more qualitative market research and information gathered from meetings with key fund managers that we conduct throughout the year.
Asset allocation always fundamental
We firmly believe that long term growth is best achieved with a diversified portfolio. The asset allocation calls around this is what adds real value to you as a client. Bonds vs equities, Growth vs Value, Active vs Passive are just some of the decisions we aim to get right.
Wide Fund, ETF & Unit Trust Universe
In the construction of your portfolio we have a full universe of OEICS where we will have access to both passive and active options, ETF’s with both long and short abilities giving great options to execute specific strategies, as well as a wide universe of investment trusts where we feel at times the discounts can be taken advantage of.
External Relationships & Their insights key
When we use an active fund we ensure we get a working relationship with the fund manager so we get a real insight to the stock pickers mindset and process. As global events change we know the effect that it will have on the fund as we will easily get quick, concise educated answers because of these relationships.
Focus on long term global opportunities
We believe in the continued emergence of new economies from Emerging markets to developed market status and will run our portfolios with a real openness to the opportunities that lie in these markets away from the UK.