Our Investment Strategy

We analyse broad global themes to identify the core investment views for our clients’ active portfolios.

Firstly we analyse the fundamentals of markets and economies to establish our core investment views.

Taking into account current global financial and political developments, we develop our ideas on future long term trends in rates, credit, currency and inflation.

Having taken informed positions on these we can devise active strategies that are most appropriate for our clients’ portfolios, aiming to provide a targeted return above benchmark.

Cumulative Active Performance

Period to June 2017Active Portfolio Benchmark Excess
1 Year-2.66-2.18-0.48
2 Year+2.47+3.20-0.73
3 Year-0.20-0.35+0.15
Since Inception (Oct 2013)+0.90+0.64+0.26

Benchmark is the Barclays Global Aggregate Index, un-hedged with all coupons re-invested.