Investment Management
We have our own team of in-house investment fund managers, headed by Richard Potts, who manages our own range of funds and portfolios. The team has many years’ experience of managing investments throughout the world and across different asset classes.
Based on a disciplined process which utilises a number of established investment strategies the team is focused on placing clients’ investments in the best opportunities worldwide.
Our investment approach
Our approach is based upon established principles:
- Managing risk – our aim is to avoid or minimise losses. To do this we use a stop loss approach combined with active asset allocation
- Maximise profits – our aim is to out-perform or achieve parity with our benchmarks with as little risk as possible. We do this by identifying geographical opportunities, timing entry into and exit from markets. We follow a disciplined investment system and by search out market anomalies.
- Provide a high quality of service – we aim to provide a premium level of service at the lowest possible cost.
OEIC funds
We currently manage three of our own funds. We are also able to choose from thousands of other funds from around the world in order to ensure maximum choice to meet each individual's particular preferences.
