Investment Philosophy

Fresh Thinking

We believe that an Investment Philosophy must begin with a blank canvas and be built upon the fundamentals of investment thinking, unhampered by legacy issues.

Asset Allocation Focus

We believe our efforts should be focused on asset allocation, both strategic in portfolio construction and tactical on an ongoing basis.

Style Biases Informed by Decades of Research

Our portfolios benefit from extensive analysis, to identify the most likely sources of long term return. These include adopting a global approach and seeking exposure to smaller companies and value stocks alongside core, traditional assets.

Maximised Risk Adjusted Returns & Minimised Costs

We believe in an absolute focus on risk management, controlling volatility, minimising draw-downs and maximising risk adjusted returns. We believe it is imperative to strip out unnecessary cost, reducing the impact of fees on our clients’ returns.

Hybrid Investing

We believe in Hybrid Investing, an approach that renders the ‘active vs passive’ debate irrelevant. We believe this because merging passive and active philosophies can provide the low costs of passive investing with the added value that active management offers in more opaque markets.