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.
Perhaps the most important principle of successful investment.
We invest across asset classes, geographies, management companies and investment styles
Why restrict your opportunity set?
We’re independent fund ‘selectors’ and aren’t constrained by ‘buy-lists’
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
There’s nothing passive about how we invest.
We actively adjust asset allocation, select funds, build portfolios and manage risk
A one stop-portfolio ‘service’
Single fund structure reduces administrative burden for clients
How do you find entrepreneurial spirit in a culture where commitment to a sole company is valued above all else? In this month’s episode, Kelly and Adam discuss with Jonathan Dobson of Coupland Cardiff blossoming innovation in Japan, the buoyant IPO market and why Kelly eating pizza in Tokyo symbolises a Japanese society on the cusp of change.
