STRATEGY

ASSET ALLOCATION

We believe that active asset allocation is the best way to deliver those returns. Over the long term, returns are largely determined by managing allocations across different asset classes rather than picking individual securities.

We use the largest practical investment universe. Our universe comprises all liquid and transparent instruments in fixed income, equities and currencies in the major developed and emerging markets.We formulate an investment thesis that encapsulates our ‘Big Picture’ analysis and drives the asset allocation process.

From our investment thesis we derive strategies for different asset classes. It defines the framework from which we start to explore opportunities in various asset classes. This model creates a process that strives to combine top-down and bottom-up analysis in a consistent manner.

RISK MANAGEMENT

Investment Management is the management of risks, not returns.

Whilst we focus to identify the most attractive risk-adjusted investment opportunities it is crucial to limit the impact of large drawdowns. Buying overvalued securities leads to a permanent impairment of capital and losing positions usually keep detracting from overall returns for quite some time. Avoiding these pitfalls greatly enhances returns over the long term.

We manage uncertainty risks by applying hedges and changing cash positions – cash is an underappreciated asset class. Issuer risks are addressed by diversification across industries and geographies and the avoidance of illiquid investments. We apply stop levels to our positions in order to remove the emotional element of investing and weed out performance detractors.

Awards

ACPI Investment Managers

WEALTH BRIEFING AWARDS EUROPE 2016, 2017 & 2018 WINNER

Specialist Wealth/Private Investment Manager Under £5 billion AuM

SEE ALL AWARDS

Questions?

Please feel free to contact if you have any questions.

ACP Investment Partners LLP is an unregulated Limited Liability Partnership and promotes the regulated financial services of ACPI Investments Limited (ACPI IL) & ACPI IM, which are authorised and regulated respectively in the United Kingdom by the Financial Conduct Authority and in Jersey by the Jersey Financial Services Commission.

This promotion has been approved by ACPI Investments Limited (FCA Register IRN 192403).

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