How we invest
We firmly believe in a global, active and direct approach to investing across equities, fixed income and alternative asset classes. We believe in active management and that the best risk management technique is knowing and understanding what you own.
How we invest
Our investment process
We meet with hundreds of companies a year, both in the UK and overseas, providing us with insights on real economic activity. This forms an important part of our bottom-up fundamental investment approach, which we combine with our top-down framework and macroeconomic analysis to guide our asset class allocations based on the appropriate level of risk.
Our investment process
1.
Equities
Our equity investment process seeks to identify companies where the market underappreciates the quality of the business. This can either be the long-term sustainability of high returns or the prospect of improving fundamentals, with each company evaluated against four key criteria.
2.
Fixed Income
Our fixed income process combines bottom-up credit analysis with top-down views on key macroeconomic trends.
3.
Alternatives
Our alternatives process separates the non-traditional investment universe into return-seeking and capital-protecting securities and looks to identify diversifying strategies.
Global outlook
Meet the team
How we invest
Asset classes
The collective skill and experience of our in-house team covers all asset classes.
Watch the latest update from Chief Investment Officer William Dinning
Insights
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