2022 Investment Outlook
Our 2022 annual outlook summarises our views and insights on the key questions impacting our portfolios today.
SUMMARY
After another tumultuous and volatile year, we think a good way to start this letter is to remind readers of our approach to investing, namely:
- We manage portfolios for the long term whilst protecting against a permanent loss of capital
- Time in the market rather than timing the market leads to the strongest long-term returns
- Only paying fees to those best-in-class managers and strategies where we believe there is a strong opportunity to generate outperformance net of fees against a suitable, low-cost, investable benchmark
- Biasing our portfolio to less liquid strategies in order to capture high and differentiating return drivers
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