How we work
All of our assertions and actions are supported by rigorous and robust research. By analysing past data we have developed an innovative approach to investment that can identify and avoid episodes of severe market drawdown and provide sustainably superior returns.
What we do
Our business consists of two activities.
We run a GLOBAL TOTAL RETURN FUND for which we are the investment adviser. Its purpose, like that of our Momentum fund, is capital preservation primarily, for which we retain a place in the TOP 5 RATING on the Lipper Leader metrics. Being a UCITS eligible for ISAs and SIPPs, it is ideal for the SMALLER investor coming in through their IFAs – it has a minimum investment of £1000.
What this RANKING means :
Further details including comprehensive newsletters will be found on this page.
The MOMENTUM FUND
We also have the Momentum Fund, which offers its PROFESSIONAL INVESTMENT clients AND FAMILY OFFICE PROFESSIONALS one of two products, as instructed – one offers active allocation with passive implementation, and the other offers active allocation, with active stock selection. The appropriate investment product is decided upon by our clients, depending on their own interest in following the performance of their portfolio, and their levels of sector expertise. Differing levels of engagement with the management of funds make one or the other a more suitable product for each client.
Further details on how this works in practical terms, including charging structure, are on this page.
Our investment attitude overall requires a pragmatic, transparent and practical approach to identifying the nature of the current situation (we prefer to “observe and infer” rather than forecast outcomes) in asset markets, and uses this to allocate between asset classes. Our approach combines secular valuation elements with cyclical elements to enable us to capture, and hold market gains over the course of the investment cycle.
We are committed to putting our client interests first and prudently investing their money. We design and manage portfolios with this in mind.
THE MINIMUM INVESTMENT LEVEL FOR THIS PRODUCT IS £50k, OR $50k