INVESTOR TYPE Online Portfolio
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Our investment philosophy

Active investment management

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.

Research team

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.

Diversification

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.

Long-term returns

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.

If you want to know more

Come and see us so we can tell you more about how we work with Charities.

About the author

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.