We focus on investing in a global, diversified and actively managed portfolio to produce returns that meet our clients’ objectives at a level of risk they are comfortable with.
Our Philosophy
Thurleigh’s academic and thoughtful approach to investing is centered on asset allocation. Our focus is on the correct allocation of assets across a managed portfolio of equities, bonds and non- correlated assets, such as absolute return funds, commodities and property.
Our Process
Our investment process is structured and rigorous. Thurleigh’s Investment Committee meets on a regular basis to monitor and discuss Thurleigh’s current asset allocation and to discuss whether any changes need to be made.
Risk Management
We understand that each individual will have a different tolerance to risk. Thus Thurleigh’s Investment Committee has devised ways to monitor risk to make sure that we are always acting within our clients’ comfort zones.
