WHAT WE DO
Services invested in people
Our strategies are based on investment models that blend advanced quantitative core portfolios with high-conviction fundamental stock selections. The result is a modern, diversified “quantamental” strategy based on strong academic research and modern behaviourial theory.
We provide a bespoke, personalized service. We don’t have call centres or sales teams, and when you contact our office, you can expect your investment manager or a close colleague to pick up the phone. Our success has always been based on personal relationships – and we intend to keep it that way.
Clients should know exactly how their investments are managed and fees are charged. We are open and confident about both, and are happy to share with clients the disciplined research underpinning our strategies and services.
Our global asset allocation and quantamental investment strategies are supported through collaboration with Rayliant Global Advisors, one of the world’s leading institutional smart beta and multi-factor research firms. Our strategies are based on rigorous quantitative research and are augmented by in-house, fundamental stock selections.
The “status quo” is never good enough. We’ve thrived for two decades in a competitive landscape only by constantly improving the quality of our service along with commonsense investment strategies. That energy has manifested most recently through our collaboration with Rayliant Global Advisors, who are pioneers not only in the global investment space, but also in investment firm culture, diversity and inclusion.
We are confident in our investment strategies and that they will meet your long-term financial needs. Our investment managers are always available to discuss your investment performance at both the portfolio and individual security level.