INVESTMENT MANAGEMENT
Our Investment Philosophy
We are keenly aware that, more often than not, we are dealing with our clients’ irreplaceable capital. We take this position of trust very seriously.
Our investment approach is built on a strong sense of responsibility. We manage your funds with the utmost care, focusing on delivering returns that outpace inflation and help you achieve your financial goals.
There’s a lot that goes into our decisions, but here are the six key guiding principles that underpin our approach.
1. We can't predict the future
We don’t make any big macroeconomic calls, because without being clairvoyant, forecasting is notoriously difficult and unreliable.
2. Always evidence-based
We select fund managers whose own investment philosophies are backed by historical evidence, rather than the latest thematic trends.
3. We won't follow the herd
Tideway’s investment strategies focus on tried-and-true business fundamentals, rather than following the next big thing.
4. No speculative assets
We steer clear of investing in speculative assets that have no cashflow – for example, gold or Bitcoin. If an asset’s value depends on future scarcity or demand, we’re not interested.
5. Valuation is key
Everything has a price, and just because something is expensive or popular it doesn’t mean it’s the best. Lower starting valuations have historically produced the best long-term returns.
6. A global, diverse approach
Tideway works with a range of global managers to access the widest possible pool of investment opportunities. We design our portfolios to weather out rough patches, not just thrive in fair weather.
Our active management approach
Our active management approach
This underpins our entire investment ethos. We’re not content with sticking your hard-earned, irreplaceable capital in tracker funds and taking more risk with your money than you need to.
Our active approach allows us to carefully fine tune the underlying funds in your portfolio as needed, to ensure your portfolio is optimised for growth and pitched at the level of risk for you, whatever the market conditions.
We’ll never make knee-jerk or drastic reactive decisions, but we will keep a watchful and proactive eye on things and take action where we feel it’s appropriate.
How we manage your money
Learn more about how we allocate funds, the reporting we offer to our clients, and our model portfolios and latest performance.