We seek a long-term partnership with you and your clients based on trust and openness
As investors, our primary purpose is to preserve and grow the real (inflation-adjusted) value of your client’s capital. Although we invest in growth opportunities across global markets, when building portfolios we are conscious that limiting downside can be a key driver of long term returns.
Over the market cycle, we feel that it is the return, over and above inflation, that signals success. Whilst volatility and downside are valid measures of risk, we consider the possibility of permanent capital loss a more important yardstick.
We are active investors and we ask for the latitude to reflect our investment convictions in client portfolios. We do not manage against any particular asset class or index. As a result, we do not feel compelled to own an investment simply because it is an index constituent.
In an increasingly complex investment world, we focus on independent research and quantitative data, tuning out a lot of the industry noise. To complement the investment process, we retain an Independent Advisory Committee. Convened every month and populated by a variety of investment specialists, the gathering provides a valuable forum to challenge and refine the house views.
Many of the portfolios that we manage have restrictions or specific tax requirements. We have dedicated systems and procedures to ensure that guidelines are seamlessly incorporated into our management process. We invest for individuals, trusts, charities, pension funds and insurance bonds. We can also provide an outsourced Investment Office service to family offices.
It is our experience that good communication is vital when working alongside professional advisers. We are guided by you as to the frequency, format and content of portfolio reports. Senior investment executives are always available to review a portfolio or answer any investment questions. We seek to be the partner you are comfortable turning to on any investment matter.