"Understanding how to be a good investor makes you
a better business manager and vice versa."
Charlie Munger, entrepreneur, lawyer and philanthropist (1924-)
A winning team with clear objectives
We believe that by concentrating our resources in specific areas of expertise we are able to provide a better quality of investment service. We excel at Asset Allocation, and our Investment Process uses the quarterly cycle of our Top Down Investment Committee as the basic building block for all our investment decisions. We have a unique expertise in the hedge fund world where both JAMES EDWARDS and LAURENT CHEVALLIER have worked as hedge fund managers as well as investors and/or allocators to hedge funds.
Our investment solutions for clients tend to combine these two closely linked areas of expertise and a proven track record and can be characterised as creative, contrarian, process-driven and benefiting from a strong operational set-up.
Our investment process was developed by our CIO, James Edwards and by our Head of Portfolio Research, Laurent Chevallier. It consists of both top down fundamental inputs, backed by significant quantitative analysis.
Our process has been designed to feed outputs to both our Asset Allocation portfolios and our hedge fund as well as fund of fund products.
The heart of the process is a Quarterly Investment Committee whose output is:
- a macro asset allocation for stocks, bonds, commodities and funds;
- a tactical hedge fund allocation;
- a toolbox of medium-term trading decisions.
The process has a quarterly, monthly and weekly life cycle.
|
