Investment Approach

We believe the route to adding value to client portfolios is through an investment approach based on:

• Fundamental research
• Quantitative research
• Active investment and risk management

These are the three main pillars that define our approach to asset management, within which investment specialists from each discipline work together to meet the different risk / return objectives of our product offering. Whilst the lead portfolio manager has ultimate responsibility for decision-making, the integrity of the investment process is based on the principle of individual accountability within this interconnected team effort.

In order to add value to client investments, we introduce explicit risk into the portfolio but rigorously manage it using sophisticated tools to measure and control risk, as well as understand and analyse performance. The result is an optimal investment approach that aims to deliver attractive risk-adjusted returns for our clients.