We focus on meeting the needs of specific mandates through well- balanced, multi asset portfolios.

We seek absolute returns by carefully selecting investments which will make money rather than allowing the composition of market indices to determine our thinking.

Risk is managed through long term core positions and ranges for each asset class together with the high level of diversification in our mandates.

We inherently favour genuinely active managers with unconstrained mandates and combine these with a macroeconomic overlay and ‘tilting’ towards strong investment themes.

We are reassured by fund managers who invest a substantial amount of their personal wealth into the funds they manage. This ensures their interests are aligned with those of investors.

As well as researching the unit trust and OEIC market, we possess particular expertise in the research of investment trusts and investment companies.

We use commercial property, private equity and alternative assets, such as infrastructure and renewable energy alongside traditional asset classes to enhance income generation and manage the risk / return profile of individual mandates.

We are open to new thinking and strategies, and alive to substantial asset price movements offering scope for significant value driven returns. We seek to exploit momentum but are always vigilant towards ‘bubbles’.

Funds are managed for the longer term with an average expected holding period of three to four years.

We do, however, seek to exploit pricing anomalies which occur from time to time in under-researched and commonly misunderstood investment sectors such as investment trusts.

We have no affiliations to particular managers or structures. We are completely impartial when selecting funds.