The aim of our investment service is to bring together a wealth of knowledge and investment experience in a process which fundamentally serves our clients interests.
Our Investment Philosophy is based on five key principles:
- Real-Return Focus
- Investment Discipline
- Research-Driven Approach
- Cost Minimisation
- Continuous Learning
Our Investment Process is focused on achieving clients’ long-term real return expectations through a disciplined investment approach. This process is supported by extensive research focused on macro-economic and market fundamentals. We apply institutional investors’ discipline in the management of our clients’ portfolios.
Our Team has extensive experience in both institutional and private client portfolio management. We have managed funds for a wide spectrum of clients including major US and European public and corporate pension funds, a sovereign wealth fund as well as small charities, foundations and private individuals.
We intentionally limit the number of clients we serve and aim to become our clients’ long-term investment partner. Our services are tailored to each individual client and will evolve over time as clients’ circumstances change.
We are passionate about investments and seek to work with our clients, in particular trustees of Charities and Foundations, to help them become more knowledgeable and develop their confidence in making investment decisions.