We are Different

Our Aim

We aim to build the most cost-effective portfolios into which we invest our own money. By investing alongside our clients on the same terms we align our interests with theirs.

Continuity

We believe continuity can be hard to come by at large firms, where staff turnover can be high. As we are a boutique and employee owned, you will always have access to the Investment Team and you can be assured that you will not speak to a new person every time you talk to us.

Investment Centric – Research

We believe that research is vital, so spend our own money on research which we feel is not widely followed by others in the asset management industry. This helps us think differently to others.

Investment Centric – Risk Premia

We believe that risk premia, such as the Value, Quality and Size risk premia, exist and that exposure to these risk premia will help investors outperform others.

Investment Centric – Alternatives

We believe that investors should diversify their fixed-income and equity investments with alternative assets. These include assets such as gold as well as daily liquid strategies which exploit inefficiencies in markets.

Entrepreneurial Culture

We are exploring using signals from machine learning, risk appetite indicators and industrial production signals to inform our investing.

MENU