Our investment philosophy is to deliver consistent capital growth implementing a strategy of diversification to control the level of risk in a client’s portfolio. We have consistently achieved this objective through the use of ’absolute return’ investment strategies.
We believe that no single manager can excel in all investment arenas. Accordingly our investment process is based on accessing the expertise of the best managers globally. These managers invest in a range of assets, capital instruments, markets, strategies and geographical areas, capturing positive returns through their individual skills. Client funds are allocated to these carefully selected independent investment managers and then blended together as a portfolio to achieve consistent superior returns with low volatility. Each manager represents ’best of breed’ in a particular area.
Both quantitative and qualitative techniques are used with detailed due diligence to get a full understanding of risk at both the underlying fund level and portfolio level. Emphasis is placed on managing risk by diversifying geographically using non-correlated hedged strategies.
Our Competitive Edge:
- We are an institutional group with an owner managed culture where senior management own a significant minority stake.
- We are perceptive pioneers targeting absolute returns and specialising in multi-manager hedge fund portfolios with over 20 years of top quartile returns.
- We are committed to absolute returns and low volatility with a proven track record tested through many economic cycles.
- We have an experienced and stable investment team that has been working together for over 10 years.
Key Features of our Investment Process:
- We employ a robust institutional investment process using a combination of active strategy allocation and fundamental manager selection.
- We employ a process of tactical strategy selection which is based on understanding the risks driving the returns of an individual strategy in the context of our forward-looking cautious view of the global macro environment and outlook for different hedge strategies.
- We have independent qualitative, quantitative and operational research teams that focus on identifying managers with a sustainable investment philosophy and strong risk management.
- A strong focus on risk management is integral to our entire investment process.
- We have an extensive network of top tier managers that are closed to less established peers.
- Our interests are aligned with sophisticated global clients and a significant amount of management’s investable capital is managed by us.
- We have transparent and bespoke reporting with direct access to the investment team.