Thematic, innovative and bespoke – 3 key attributes which enable us to add value to our clients’ portfolios
Our investment solutions are driven by a number of secular megatrends we have identified which we believe will drive returns in the long-run. We strongly believe that investors willing to refocus their investment horizon to these megatrends will have a tailwind in their back- delivering superior long-term returns while mitigating risk.
Our long-term Investment Megatrends
We are not afraid to think outside the box which often leads us to novel areas of investing. The solutions we provide to our clients provide exposure to strategies often not found elsewhere in our clients’ portfolios. Our thematic approach also forces us to be forward-looking, always searching for the next secular opportunity. Further, we are nimble and move swiftly forward with our high conviction investment ideas.
Some innovative strategies that we have recently written about include dislocated credit markets post COVID-19, music royalties, regulatory capital relief and uranium.
As no two investors are the same, we offer a suite of tailor-made solutions for each client. These range from providing summaries of potential investments within an opportunity set, to on-demand investment due diligence and/or operational due diligence reports on funds, to full discretionary management of a portion of a client’s portfolio. In each case we make sure to incorporate the client’s risk, return, liquidity and ‘ESG’ preferences as well as any other requirements the client may have.
Our bespoke solutions are targeted to suit the needs of pension funds, insurance companies, sovereign wealth funds, foundations, endowments, charities and family offices.