About Us >> Philosophy & Process

As independent, high conviction and active managers we are focused on producing consistent performance within clearly defined risk parameters.

Our overall aim is to preserve capital in falling markets and maximise returns on a risk-adjusted basis in rising markets, with a bias towards producing absolute total returns whilst recognising any need for income.

We strongly believe that successful investing requires both a disciplined and systematic approach and innovative thinking to help navigate increasingly complex global financial markets.

Extensive resources and our international network of offices enable us to combine international expertise with local presence to help deliver your investment goals.

Overseen by our Chief Investment Officer (CIO), our rigorous investment process is agreed through a series of investment committees. These incorporate asset allocation, fund selection, stock selection, fixed income, currency strategy and alternative asset class views. From this comes a coherent investment policy, which is then applied to your portfolio.

Innovative thinking and flexibility are essential in today’s fast moving and ever changing markets. Our experienced multi-manager team provides access to a wealth of investment opportunities, including our longstanding use of alternative asset classes. The investment teams also have the advantage of using Quest™, Collins Stewart’s proprietary stock  research tool.

Our risk management procedures are designed to ensure our investment views are consistent with your investment objective(s) and aim to keep downside risk to a minimum. This is particularly important during periods of turbulence in equity markets.

We pride ourselves on delivering consistently strong performance through comprehensive investment management and stockbroking services, tailored to your individual needs.