Alternatives
We have a dedicated and experienced team who focus on a range of alternative investments across the full spectrum of opportunities.
Our process
Our process utilises a range of quantitative and qualitative criteria to effectively define, analyse and select the most appropriate investment strategies from within the available investment universe. The initial stage of the bottom up process defines the investment universe across the two broad alternative asset classes’ absolute return and real assets. We include the full spectrum of open-ended funds, investment companies and passive strategies, both index funds and Exchange Traded Funds (ETFs), and increasingly the expanding private market opportunity set, creating a universe of investment vehicles available for selection.
Defining Alternatives
In order to better-structure idea generation and analysis, we split the alternative universe into two distinct sub-asset classes: Absolute Return and Real Assets.
Absolute Return
Real Assets
Meet the team
Our alternatives funds
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form a range of investment vehicles, including equity, fixed income and multi-asset funds. Please note that Waverton and London and Capital have merged to form the W1M Group. However, W1M Investment Management Limited (formerly, Waverton Investment Management Limited) remains the Investment Manager of the Waverton Funds. The Management Company of Waverton Investment Funds PLC is Bridge Fund Management Limited.
Real Assets Fund
Absolute Return Fund
The latest from our investment team
Active vs Passive: Geese fly in gaggles, eagles fly alone
Asset Allocation now overweight fixed income
Why Active Management?
Active vs Passive: Geese fly in gaggles, eagles fly alone
Asset Allocation now overweight fixed income
Why Active Management?
Active vs Passive: Geese fly in gaggles, eagles fly alone
Asset Allocation now overweight fixed income