We actively manage our clients portfolio’s, using an approach underpinned by clarity, conviction, liquidity, research and due diligence. Our team have complete confidence in the Carrington process and invest their own money alongside our clients in the in-house portfolios.
The Carrington investment approach has been refined over many years by our dedicated in-house investment team. It is founded on five guiding principles:
A highly experienced in-house investment team, who invest their own money in our portfolios.
We only invest in daily traded funds, so we can sell your holdings quickly, should the need arise.
We only buy what we can see and understand, so we know what is in every investment we hold.
We don’t buy investments just for the sake of diversification, we back our ideas and have a concentrated number of holdings.
We believe that active management pays off, that’s why we actively make changes to your portfolio through time. We do not charge dealing fees.
The Carrington investment process comprises the following four steps:
Our starting point is to set out the Macro context and Risk preference. Consideration is given to many factors including the global business cycle, inflation, bond yields, Central Bank policy, fund flows and technical analysis. We are independent and not constrained in what we buy.
Once the asset allocation is established, our investment team spend a large proportion of their time focussing on fund due diligence and selection. This is an ongoing process; changes to the Macro view will potentially create changes to the asset allocation and therefore fund selection.
Regular meetings with Fund Managers enable the investment team to assess their process and style; and then to undertake independent analysis of fund performance against peers and benchmarks.
We keep the funds under constant review to look out for style drift, soft or hard closings, significant changes in assets under management and performance. This is undertaken either via face to face meetings or using online resources.