Strategy leads on research

Our fund managers´ investment philosophy allows them to adopt a high conviction approach to fund selection. Their belief in first-hand research and in-depth analysis means they can select funds on the basis of their ability to meet the long-term objectives of the fund instead of knee-jerk reactions to short-term market trends, which is the key to outperforming the benchmark.

They assess everything about a fund before investing in it, from asset allocation and past performance to market context, financial backing, and even the circumstances of the fund manager.

Investment approach

• Belief in active management and active asset allocation.

• Multi-asset investment.

• Focus on returns over the long term.

• Active fund selection based on in-depth research, with ongoing monitoring and board level reviews

• Avoid over-diversification by employing a high conviction approach that typically results in 15-20 underlying fund holdings in each portfolio.

• Portfolios built with the aim of recognising and avoiding unwanted risks.