1. Our investment beliefs
We believe that a multi-manager investment approach adds value to investors’ investment outcomes over the long term by delivering consistent above average returns at acceptable levels of risk, through the application of:
We believe that there are no borders when researching attractively valued investment opportunities and we have developed a robust global investment opportunity evaluation framework to reflect this.
We also believe that valuations are the best predictors of investment performance over the medium to long term and that mean-reversion is a powerful force driving asset class behaviour over the longer term.
Our robust manager selection and investment solution construction process acknowledges that:
2. Our philosophy
Our philosophical approach to investment management is based on collaboration and partnerships, both with the investment professionals and firms to which we outsource certain aspect of the management of our investment solutions, and with our clients to whom we are ultimately accountable.
We seek to identify the best investment talent in the industry by looking beyond established brands in order to discover the investment leaders of the future.
We create robust and holistic investment views by interrogating the most highly regarded investment views in the industry and complimenting this with our own in-depth proprietary research.
Ultimately we create solutions that incorporate:
3. Our investment process
Our investment process is succinctly summarised in the graphical representation below that highlights the following important steps: