An Alternative
approach to Investment
about
Altus Investment Management Limited, established in 2003, is a London based, FCA
regulated investment management firm that provides advice to individuals, families
and foundations
Our independence and extensive network have provided access to the best
investment ideas and delivered exceptional performance to clients. We have an unconstrained
approach to asset allocation with a specialist expertise in alternative investments.
We provide our clients with highly customised advice allowing them to
diversify their portfolios based on their needs and goals.
Relationships are built on trust and transparency, offering a service
more tailored and responsive than that offered by large institutions.
We have an enviable track record of protecting clients’ wealth and
providing thoughtful, innovative and timely investment solutions
to help our clients achieve their goals.
solutions
Portfolios are built and managed so that they are diversified by style, asset class and regional exposure.
We have 3 key target drivers:
01
Outperformance
We manage client portfolios with a market agnostic approach that delivers returns on an absolute basis throughout the market cycle.
02
Downside protection
Returns have historically been more robust to thematic shifts and fat-tail type shocks – which acts as a good diversifying allocation for a wider portfolio.
03
Factor exposure & alpha
We focus carefully on the diversification of risks and the correlation of returns.Our returns are not derived from or dependent on traditional factors.The majority of our portfolio’s returns are ‘residual’ or in other words independent from these factors.
Bespoke & Transparent Reporting
We understand that clients often have complex financial objectives and unique individual circumstances.
We tailor our services to ensure that we meet each client’s requirements, fulfilling a variety of roles from trusted advisor across their entire wealth, to standalone Investment Manager for specific niche mandates.
We are set up to be flexible and responsive in thinking, operational support and execution. We provide detailed performance reporting to our clients.
We understand that trust is earned through communication over time. We are fully transparent and encourage open dialogue to ensure that our clients are comfortable that we are fulfilling their needs.
Team
A depth & breadth of alternatives experience
Andrew Trower
Executive Chairman
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James Bruce
Chief Executive Officer
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Ivo Fiennes
Chief Investment Officer
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James Trower
Chief Operating Officer
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Dr Neil Smith
Head of Research
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Alex Campbell
Portfolio Manager
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Thomas Crick
Portfolio Manager
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Lee Cory
Head of Real Estate
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Maria Cruceru
Operations Administrator
Ben Thomas
Head of Compliance
Sarla Bhavnani
Compliance Manager
Emilia Stefanczyk
Office Manager