Investment philosophy
Our overriding objective is to protect and enhance our clients' wealth. We aim to beat cash benchmarks consistently, striving to produce positive returns in all market conditions. This investment philosophy is underpinned by 4 key principles:
1. Independence
London & Capital has no ties to other financial services groups – we are free to match our client’s objectives with the best investment products available across the globe.
2. Disciplined investment process
Successful investing requires a disciplined investment process. Our investment process is designed to protect and enhance our clients’ wealth without taking undue risks. We have stayed true to this process through both bull and bear markets and we believe our track record speaks for itself.
3. Risk management
- Asset allocation - diversification is a crucial risk management technique which provides insurance against the unexpected. By selecting an optimised combination of global investment opportunities in both traditional and alternative asset classes our clients are less heavily exposed to adverse movements across their portfolio.
- Active portfolio management - based on our macroeconomic analysis, we rebalance portfolios, purchase downside protection, move into cash or hedge against currency and other risks as appropriate. All external fund managers undergo continuous monitoring and asset allocation can be rebalanced between the various strategies and fund managers quickly and simply.
- Liquidity - the ability to liquidate investments and move quickly into cash during periods of heightened volatility is vital to preserve capital. Our equity and fixed income exposures are subject to daily or intra-day liquidity. In the Hedge Fund market liquidity terms are generally longer.
4. Transparency
We demand full transparency from our underlying investments and will only invest in vehicles where we are able to carry out due diligence on the underlying investments. London & Capital does not accept any commissions or fees from third parties and our fee structure is transparent and is always agreed with the client at the outset.
*since September 2009