Our strategy seeks to provide real growth - allowing for drawdowns and fees - and to preserve the real value of capital over time.
It is well established that asset allocation is the most important driver of investment success.
We construct well-diversified, liquid portfolios which helps smooth the expected return profile over time.
We are a top-down active investment manager and adjust our portfolios for changing global economic conditions.
One must accept in advance that there will be bouts of stress and volatility in markets. That’s why a suitably long-term time horizon is critical. Our time horizon is multi-year.
We maintain strict discipline and standards of governance in our investment process. This entails strategic and asset committee oversight of all portfolio construction decisions.
The investment team has combined experience of close to 150+ years. They are actively involved in the management of client portfolios and are available to meet with clients regularly.
Global Strategic Advisor
Chief Investment Officer
Head of Property
Senior Equity Research Analyst
Head of Investment Selection
Senior Research Analyst
Co-Head of Investment Solutions – Portfolio Strategy
Co-Head of Investment Solutions