Investment philosophy

We strongly believe in a research led investment philosophy, ensuring that decisions are made with the benefit of all available market knowledge. We have the competitive advantage of direct access to Cushman and Wakefield proprietary market data, giving us up to the minute insight into local markets all over Europe. However, our in-house research and strategy team analyse market information from a wide range of other sources, ensuring that we get the broadest possible view of current conditions, enabling us to adapt quickly to opportunities within the market.

The application of optimisation techniques allow us to minimise the risk within a portfolio, whilst maximising the probability of exceeding target returns. Our tailored market forecasts, combined with sector specific risk profiles, allow us to determine the optimal tactical and strategic weightings for each individual client. This ensures a robust approach to stock selection, acquisitions and disposals, all of which are subject to investment committee oversight.

A cornerstone of our approach is performance measurement and the constant reappraisal of assets under management. Using IPD standard portfolio analysis, we constantly monitor all aspects of performance within our clients´ portfolios. This ensures early identification of trends and allows us to respond effectively, thereby supporting out commitment to long-term out performance.