We believe the key to providing consistent, quality risk-adjusted returns involves incorporating the following investment characteristics:
• A well-diversified exposure to multiple asset classes and regions (beta diversification)
• Multiple sources of uncorrelated active investment returns (alpha)
• Investment flexibility (tactical asset allocation and limited position size constraints).
• A well-defined risk framework (clearly defined risk limits)
The Giles Wade Investment Committee only selects high quality and investment grade assets which are directly acquired via a regulated stock exchange or institutional Over the Counter – OTC market. Primarily we have a direct (non-unitised / non managed fund) model whereby clients have direct beneficial ownership and control with respect to tax optimisation, liquidity, transparency and ethical screening.
Whilst we have a number of core strategies, we do not approach asset management in the belief that “one size fits all” approach or that there is only one investment option or solution.