Our Investment Approach
In constructing any portfolio we make use of assets from across the risk spectrum including cash, fixed interest, alternatives (absolute return), property and equities.
These asset classes have different risk and return characteristics and by blending them together we will create a portfolio that aims to meet your investment requirements.
The Metis Asset Management investment committee meet on at least a quarterly basis to discuss underlying investment strategies and the ways in which we believe we can add value for our clients. We will also call special meetings in reaction to significant market events to agree our strategy. As a fundamental part of our investment process revolves around diversification, at the present time we are solely utilising collective investment vehicles (unit trusts and open ended investment companies).
We look to incorporate strong managers in their fields, with strong track records and superior risk-adjusted returns. In conjunction with the traditional asset classes of cash, fixed interest and equities we may also look to invest in absolute return funds as we feel portfolios can benefit from exposure to asset classes which are less correlated to equity markets. These provide further diversification and can provide an element of downside protection, enhancing risk adjusted returns, particularly during periods of bond and equity market volatility.