At Quilter Cheviot, we are firm believers in active investment management. We construct fully diversified multi-asset portfolios, designed to deliver the best risk-adjusted returns for longer-term investors.
We believe the best way to meet the challenges of today’s dynamic market environment is through a carefully controlled investment framework that combines the skills of a dedicated research team with those of experienced investment managers.
Investment houses have become increasingly categorised as “value”, “growth” or “alternative”. We believe the best results come from a mix of styles adapted to the market cycle. Our objective is to identify future trends and give these due emphasis within portfolios.
At a strategic level, our portfolios are centred on the long-term returns expected from asset classes, enhanced by exploiting market inefficiencies. We also make active, shorter-term, tactical asset allocation decisions.
Come and see us so we can tell you more about how we work with Charities.
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Charles Mesquita is a charity specialist with over 30 years’ investment experience. He is a trustee of three organisation and is passionate about helping charities make informed decisions.