2022 Investment Outlook
Our 2022 annual outlook summarises our views and insights on the key questions impacting our portfolios today.
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
To continue reading the report in full, please download the full PDF document below:
If you wish to receive our market commentaries on a regular basis, please get in touch.