Absolute return:
reality unvarnished
Because we offer our clients assets from a broad range of disciplines, we have had the opportunity to learn from particular performance indicators associated with each asset class. This has given us the ability to make uncommon measurements, to test one asset by the criteria of another, and the result has been our development of the absolute return profile. Free from reporting performance relative to benchmarks established by aggregations of more limited portfolio ranges, we have been able cross-fertilise the measurement criteria of alternative (hedge fund) investments into our understanding of the performance of long-only, traditional investments. Across the entire spectrum of assets we manage, we have developed an analytic approach that provides an honest account, giving our clients crystal clarity in their understanding of our performance. A consequence of this approach is an unprecedented degree of flexibility, allowing us to exercise our accumulated experience on behalf of our clients through an asset allocation approach that is free from the constraints of being in a particular asset class, because we offer a unified measurement methodology through which all our efforts can be judged. We believe that both our entrepreneurial responsiveness to opportunity and our responsibility to our clients enjoy a sustained advantage as a result of this approach.