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.

Risk Premia Informed by Decades of Academic Research

Our strategies benefit from extensive analysis to identify the most likely sources of long term returns. One of these sources is an exposure to risk premia, such as the Value, Low Volatility and Size risk premia, alongside traditional large cap equity exposure.

Maximised Risk Adjusted Returns & Minimised Costs

We believe in an absolute focus on providing investors the best risk adjusted returns we can. To help us do this, we believe it is imperative to strip out all unnecessary cost, reducing the impact of fees on our investors’ returns.

Hybrid Investing

We believe in Hybrid Investing, an approach that renders the ‘active vs passive’ debate irrelevant. 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.