Investment & Funds
Global outlook
Equities1
W1M has a dedicated and experienced Equities team with expertise across all major regions. The team actively manages our global equity and regional funds and is responsible for global equity recommendations for all the firm’s clients. Our equity strategies typically consist of 30-40 stocks and we adopt a fundamental, bottom-up approach to selection and construction. We are disciplined in our approach and long-term in our perspective, ignoring near term noise to focus on the delivery of superior risk-adjusted returns on a 3-5 year view.
Fixed Income2
W1M’s Fixed Income team brings deep expertise and a dynamic approach to managing mandates for private clients, institutions, and our fund range. In today’s complex and fast-evolving markets, a flexible and global approach is essential. Our portfolios – across both segregated accounts and funds – are built on a disciplined and proven investment process. Rather than following static, index-tracking strategies, we take an active approach to managing duration, credit, and currency exposures, enabling us to adapt swiftly to changing conditions.
Alternatives3
We have a dedicated and experienced team that focuses on a range of alternative investments, including private markets, and manages our two alternative funds. Given Alternatives tends to be a catch-all for anything which isn’t a ‘traditional asset class’, namely equities and bonds, to structure idea generation and analysis, we split the universe into two sub-asset classes: Absolute Return and Real Assets.
Multi-Asset4
The Multi-Asset team works closely with the respective asset class investment teams to build portfolios which seek to maximise returns for any given level of risk. We focus on growing capital ahead of inflation over the long term and protecting capital in periods of acute market stress. We achieve this by combining bottom-up analysis and diversification across each asset class, including hedging. Our robust and repeatable investment process has consistently delivered strong results, even in the most challenging market conditions.
