Multi Manager People

Artboard 2 copy 4

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Today’s investor enjoys the choice from thousands of available funds. Whilst that’s great news, making sense of the options can be a daunting task. We see our job as making investing easier.

How do we do this?

We work by selecting what we believe to be the very best investment talent from right across the industry and combining them together into well-balanced portfolios.

We believe that our approach combined with the advantages inherent in multi-manager investing offers a host of benefits.

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

These include:

Shaking hands icon

Structural ‘true’ diversification

Perhaps the most important principle of successful investment.

We invest across asset classes, geographies, management companies and investment styles

Shaking hands icon

Whole of market

Why restrict your opportunity set?

We’re independent fund ‘selectors’ and aren’t constrained by ‘buy-lists’

Shaking hands icon

Proven performers

Price matters but value is key.

Over the long-term our funds have consistently delivered performance whilst at the same time offsetting the impact of investment and financial advice costs

Shaking hands icon

Actively managed

There’s nothing passive about how we invest.

We actively adjust asset allocation, select funds, build portfolios and manage risk

Shaking hands icon

Ease and efficiency 

A one stop-portfolio ‘service’

Single fund structure reduces administrative burden for clients

‘Building a Boutique’ part 1 - Montanaro AM

Welcome to the first in our ‘Building a Boutique’ mini-series! In these candid chats, we ask boutique founders their deepest secrets – motivations, mistakes and triumphs – and how each of these have helped to shape the successful businesses they run today.

 

As multi-manager investors, we not only need to discover the best fund managers in the industry, but we need to learn about the conditions and environment that keeps these managers incentivised to perform. Often, we find these intangible qualities in small, privately or partner-owned businesses, known as boutiques.

 

In our first episode, we catch up with Charles Montanaro and Cedric Durant des Aulnois on how their boutique, Montanaro Asset Management, was launched and how they built the business to manage £3.5bn of client assets.

Latest videos

BMO Multi-Manager People – Navigator funds Q2 2021

 

BMO Multi-Manager People – Lifestyle funds Q2 2021

 

Multi-Manager Insights

Multi-Manager
Globe made of glass
4 min read
September 2021

Multi-Manager People’s Perspectives

25th August 2021
Multi-Manager
People discussing in the office
4 min read
September 2021

Our thoughts on UK real estate

In this third edition of the Multi-Manager People property review, it is pleasing to report the recovery in rents (and share prices) is well under way.
Multi-Manager
Conversation between two co-workers
4 min read
August 2021

Active investing: have we reached the turning point?

Should investors be worried about a sustained inflationary trend or is the rise a transitory one?
Multi-Manager
People at the meeting discuss important matters
5 min read
July 2021

Inflation on the up – should we be concerned?

Should investors be worried about a sustained inflationary trend or is the rise a transitory one?
Multi-Manager
The Gherkin skyscrapper in London
10 min read
July 2021

Fundwatch Q2 2021

We analyse thousands of funds each quarter – in Fund Watch we highlight the elusive few that manage to outperform on a consistent basis.
Multi-Manager
People talking in the office
20 min read
May 2021

Return to form – bouncing back strongly

Consistency is something that always sits front and centre of our thinking.
View more