Portfolio Building Blocks, or Detached Homes for Money

There will be investors, whose drivers are different. They may want more income or more global or thematic exposure. To meet their needs we have three strategies for specific objectives.

It is intended that these Specialist Strategies will be fully invested in all market conditions. There will, of course, be times when cash is held due to new money flows, investor liquidity requirements, or because an investment has recently been sold. However, cash will not be held as a strategic asset. This contrasts these Strategies from the Diversified Strategy Family where cash may be considered as an asset in its own right in times of market turmoil.

Specialist