As founders of our distinctive ‘Episode’ investment process, which we have applied consistently for over 20 years, we believe we are well-positioned to select attractive investment opportunities globally.
We believe asset allocation is the primary driver of investment returns. We therefore aim to help clients achieve optimal asset allocation throughout the market cycle using a dynamic approach. We apply behavioural finance theory to respond to market ‘Episodes’ – periods when asset prices are overly influenced by investors’ emotional behaviour rather than long-term fundamental drivers of returns – to deliver solutions for diversified growth, income, capital preservation and sustainability focused.
We combine in-depth research to determine the relative value of assets over the medium to long term, with analysis of investors’ emotional reaction to events to identify investment opportunities.
While each manager is responsible for their own portfolio, as a team we continually share, test and access investment ideas.
Diversified growth Asset allocation strategies targeting total return |
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Income Growing income and capital over market cycles |
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Capital preservation Highly flexible strategies designed to protect capital in changing market environments |
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Sustainability focused Seeking to provide a combination of capital growth and income while considering environmental, social and governance factors |