Our Distinctive Values
Our conviction led
Investment approach
We are a conviction-driven investment manager, innovative and visionary. We look towards the future and are committed to achieving long term value creation for our clients. It is an approach which aims to generate significant, sustainable performance in the mid to long run through a protect and grow capital mindset. This approach has been embedded in our organisation’s wealth preservation philosophy since day one. Our active, multi-strategy approach is key to identifying and benefiting from multiple sources of return across the full spectrum of the financial global markets. As such, we implement a consistent, conviction-led approach to investments founded upon three principles:
Our areas of Expertise
Investing with Conviction
Our approach uses risk contribution as the input in the model that determines weights, whereas market-cap weighting uses size as the input to define weights and treats risk contribution as a random consequence. We can deliver client-focused solutions with capabilities across financial global markets. These solutions seek to outperform conventional approaches, while reducing volatility, limiting drawdowns and improving risk-adjusted returns.
We offer client-driven solutions, advising institutional investors on risk-based strategies that can be tailored to their investment needs. Solutions are available through model delivery and a variety of investment vehicles.
Risk should inform portfolio allocation, not the other way around.
In traditional weighting approaches, risk is an uncontrolled output of the constituent weights. We believe the weight of a mixed portfolio constituent should reflect its contribution to portfolio risk.
Line-by-line analysis
We analyse volatility and cross-correlation on a line-by-line basis to assess the marginal risk contribution of each portfolio holding.
Simple and transparent
We strive for model robustness, while employing transparent and straight-forward processes.
Why we are
Different?
30/06/2022