About The Portfolio
In an era defined by global political uncertainty and the volatility of the "AI Bubble," our portfolio stands as a beacon of stability and capital preservation. Built on a foundation of rigorous macroeconomic analysis and strict quantitative tenets, this strategy is designed to safeguard wealth while capturing steady growth.
Our Core Strategy
We utilize a top-down approach to identify systemic risks, such as the potential for $35 trillion in global wealth to be impacted by market corrections, and a bottom-up approach to select individual firms that demonstrate resilience. Our "Defensive Growth" mandate focuses on:
- Capital Preservation: Prioritizing assets that provide a safety net against market volatility.
- Low Volatility Performance: Maintaining a weighted Beta of 0.563, ensuring the portfolio is significantly less reactive to market swings than the broader index.
- Strategic Hedging: Integrating Energy and Utility assets to protect the portfolio even if the technology boom continues.
- Optimized Returns: Delivering an Alpha of 3.80%, outperforming equally weighted benchmarks through efficient asset allocation.
The Selection Framework
Every asset in our portfolio is vetted against strict institutional-grade criteria to ensure only the highest quality holdings remain:
- Market Leadership: All equity holdings maintain a market capitalization exceeding £10bn.
- Financial Discipline: We target firms with gearing ratios ideally below their industry average.
- Deep Diversification: We ensure low correlation between assets (typically Beta<0.3) and international exposure to mitigate single-country shocks.
Our Assets
Tesco PLC (Ticker: TSCO)
L'Oreal SA (Ticker: ONZM)
L'Oreal SA (Ticker: ONZM)
Tesco is a leading multinational retailer and the UK's largest grocery chain. It serves millions of customers through a diverse network of hypermarkets, convenience stores, and a robust online marketplace, focusing on providing affordable food and household essentials.
L'Oreal SA (Ticker: ONZM)
L'Oreal SA (Ticker: ONZM)
L'Oreal SA (Ticker: ONZM)
L’Oréal is the world's largest beauty and cosmetics company. With a unique portfolio of global brands, it operates across four divisions; Consumer Products, Luxe, Dermatological Beauty, and Professional Products; to meet beauty aspirations worldwide.
BAT PLC (Ticker: BATS)
L'Oreal SA (Ticker: ONZM)
Abbott Laboratories (Ticker: 0Q15)
British American Tobacco (BAT) is a leading, multi-category consumer goods business. The company is currently transforming its business to focus on "A Better Tomorrow™" by transitioning from traditional tobacco products to smokeless alternatives like vapor and oral nicotine.
Abbott Laboratories (Ticker: 0Q15)
TotalEnergies SE (Ticker: TTEF) - HEDGE
Abbott Laboratories (Ticker: 0Q15)
Abbott Laboratories is a global healthcare leader that discovers, develops, and manufactures a wide range of products in diagnostics, medical devices, nutritionals, and branded generic pharmaceuticals.
UK 5-year Gilts
TotalEnergies SE (Ticker: TTEF) - HEDGE
TotalEnergies SE (Ticker: TTEF) - HEDGE
UK Gilts are sterling-denominated government bonds issued by HM Treasury. They are considered one of the most secure investment forms, providing fixed coupon payments and a guaranteed return of principal at maturity.
TotalEnergies SE (Ticker: TTEF) - HEDGE
TotalEnergies SE (Ticker: TTEF) - HEDGE
TotalEnergies SE (Ticker: TTEF) - HEDGE
TotalEnergies is a multi-energy company that produces and markets fuels, natural gas, and electricity. Operating in over 130 countries, it is a major global player in the oil and gas industry while rapidly expanding its portfolio into low-carbon energies and renewables.
Iberdrola (Ticker: OHIT) - HEDGE
Iberdrola (Ticker: OHIT) - HEDGE
Iberdrola (Ticker: OHIT) - HEDGE
Iberdrola is a global leader in the energy sector, focusing on the generation, transmission, and distribution of electricity. As one of the world's largest producers of wind power, it is a pioneer in the transition toward renewable energy and sustainable utility services.
Our Partners
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