Delivering your goals

We are dedicated goal-based investors. We invest globally, across every asset class to deliver outcomes.

VISION & VALUES

Asset management is changing. Investors require achievement of goals not benchmark returns. Our investment process is focused on building portfolios to deliver clear goals aligned with changing investor needs.

We have built our investment processes to support goal-based investing. We invest in distinct opportunities across all asset classes, traditional and alternative. We vary the portfolio allocation throughout the investment cycle to reflect the changing asset valuations and underlying risks.

See Our Identity

ALIGNMENT

We co-invest with our clients and we have skin in the game.

TRANSPARENCY

We communicate honestly and clearly with our investors.

COLLABORATION

We have a culture of partnership to build a long-lasting firm.

STRATEGY

New active - an investment process explicitly built around outcomes

Our investment process seeks out investment opportunities regardless of their asset class. We use a unique perspective which removes the constraints of traditional allocation. We select the best opportunities throughout the investment cycle. We build the portfolio based on a different concept of diversification.

See Our Identity

What we do

We allocate capital wherever we see the best opportunities, and only there

We adopt a long-term investment horizon as a competitive factor in a world dominated by short-term mindset

We focus on delivering investment outcomes and not on “beating market benchmarks”

What we don’t do

We do not offer products that try to optimize just a specific segment of the market

We do not believe in the distinction between traditional and alternative asset classes

We avoid the “long-only always-long” mentality.

WHO WE ARE

An experienced team: we apply a team approach to get a 360° perspective on every investment idea.

Total return investing is stronger as a “team” sport: different skills, collaborative decisions and a complete perspective. Our team of investment professionals brings the different perspectives of experienced CIOs and senior portfolio managers. Investment decisions are taken by all the team “sitting together at the same table”, not delegated to single portfolio managers or teams.