Unique Investment Philosophy

Unique Investment Philosophy

Unique Investment Philosophy

Unique Investment Philosophy

We aim to help clients cut through the noise and confusion around investing and follow solid fundamentals which lead to consistent, successful outcomes.

Our Investment Advice

We work with our clients and aim to guide them to the investment solutions that best fit their needs. Our long-term view and focus on fundamentals have consistently delivered excellent results across our range of portfolios.

One of the key reasons for this, we believe, is our strict no-nonsense approach. We build and review portfolios with the aim of them withstanding political and economic swings and doing their jobs consistently for the long term. The result is a robust investment process that really adds up in our clients’ favour.

Our clients, like us are here for the long term, our focus is on getting the fundamentals right and following time-tested investment principles.

Portfolio Ranges

Our investment offerings are researched, designed and reviewed regularly by our specialist investment department with the aim of optimising returns while managing volatility and risk.

Active and Passive

Our investment team can choose from the whole of the market to find the best fund offerings available. We make use of the reliability and low cost of passive investing where appropriate, and offer a suite of fully passive investments, which track market indices such as the FTSE All-Share and S&P 500 at an extremely low cost for clients wishing to reduce costs to a minimum.

In other ranges we either blend this with, or exclusively use actively managed funds – designed to invest in only the best businesses and outperform the market average. Where we do so we review our selections regularly and seek funds with consistent outperformance and solid fundamentals, avoiding speculative or needlessly high-risk investments.

Responsible Portfolios

Responsible Investing is a philosophy we strongly believe in. This emboldens clients to invest their assets with the aim of supporting strong businesses which make positive changes in the world via environmental, social or governance policies. Many of the resulting portfolio companies are market leaders in their own right – therein lies their ability to lead the way toward better business practices – and we have seen these companies outperform substantially since we launched this strategy in 2017.

With our investment management, being a responsible investor doesn’t mean sacrificing returns – in fact it could mean boosting them.

*Risk Warnings….

Your investment may fall as we all rise and you may not get back what you put in