A New Approach to Public Equity Investment
Why Public Equities?
Contrary to conventional wisdom, asset allocation is not the most important factor in portfolio success. Our research shows that public equities, with their superior liquidity and diversity, provide the best opportunities for generating returns while managing risk... if you know where to look.
An alternative approach
Our offerings give clients access to a macro based approach but with full transparency and without overdue complexity. Our views are distilled down into simple and actionable investment ideas meaning we can plug into any operational setup.
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You can ignore Macro but macro won’t ignore you
Macro based decision making is the single biggest driver of return potential across most investment portfolios and it’s an underutilised tool, particularly within equity portfolios. The alpha available from doing this effectively can be transformative to client outcomes. Our global top-down approach draws from our extensive experience of managing global multi asset macro based investment strategies since 2003.
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Published vs. Bespoke Indices
We use well-established indices to construct our strategies. However, for investors with specific needs that standard indices cannot fulfill, we develop custom indices with optimized tracking error, allowing greater control over portfolio risk and return.
