Image
Image
Image
Investment Approach   Client Approach   portfolio Construction
Font Size A A
Our Investment Approach

Thurleigh's investment philosophy is based on the overriding importance of asset allocation.We believe strongly in the importance of process and discipline in making investment choices.

While investing in equity markets has historically produced the best long term returns, their volatility means that over multi-year periods they can produce negative returns.

Many private investors, especially after the volatility of the last decade, have become increasingly uncomfortable with the risk inherent in a significant exposure to equities and have indicated that they are prepared to accept a slightly lower long-term return on the understanding that they are exposed to less risk of negative short-term returns.

Based on this understanding, we believe that by using modern risk management techniques and by investing in a globally diversified and actively managed portfolio of equities, bonds and non-correlated assets such as absolute return and hedge funds, we can produce risk adjusted returns that meet our clients' return aspirations.

  • Thurleigh manages segregated portfolios for private clients and charities
  • Portfolios can be custodied onshore or offshore
  • Portfolios can be based in £, $ or €
  • Portfolios are managed to a risk target
  • Thurleigh does not manage any funds
  • Thurleigh also manages portfolios within SIPP, ISA or offshore bond wrappers
Thurleigh Investment Managers LLP is authorised and regulated by the Financial Services Authority. This website is for information purposes only and should not be construed as an offer or solicitation for the purchase or sale of any financial instrument or to enter into an investment agreement. This website is directed at UK residents. Thurleigh Investment Managers LLP does not hold itself out as an investment adviser in the U.S.A or in any other jurisdiction where it is not registered to do so.
© 2008 Thurleigh Investment Managers LLP | Terms & conditions Privacy policy Sitemap |                               Created by: toast.it