We believe that our long-term performance demonstrates our skill in implementing the key elements discussed in 'Our Investment Approach'.
We have outperformed both equities and the static strategy through time but with much less risk. More importantly, over the course of the ‘credit crunch’ (since May 2007), we have not only managed to protect our clients’ portfolios but, on average, they were actually up 15% over the period 31 May 2007 – 31 October 2009.

Where clients are seeking innovation or looking for a firm to assist more actively with the investment decision-making, we believe we fit the bill.

Inception date 31/12/2003