Investment Services

Fund Based Portfolios

By selecting the best of class funds we aim to achieve outperformance of peer groups of funds and indices which are representative of individual asset classes. For example, we may select an outstanding US equity manager to provide superior returns to the S&P 500 equity index.

Typically, markets pass through phases of outperformance for a particular investment style (smaller companies vs larger companies, domestic vs international activities, value vs momentum, currency hedged or unhedged) and we consider this carefully in our investment process. Over longer periods value tends to outperform however.

So, by identifying superior active fund managers and then selecting them at the correct juncture, funds should be appropriate for our clients and the prevailing economic environment, whether for a single investment or for a portfolio.

We employ a range of tools and services in addition to our own proprietary process to assess individual funds.