An Investment Approach That Sets Us Apart
PORTFOLIO MANAGEMENT
Investment advisory and portfolio management is the hallmark upon which our business is built. Our meticulous research takes a long-term, global and thematic approach to investing; gaining a deeper understanding of how and why the world is changing around us. Understanding these insights allows us to identify businesses and sectors that are most likely to be impacted by change in the long term and strive to help our clients capitalise on this.
Our private client portfolios are designed to incorporate our thematic research as part of a core-satellite approach. By taking these important themes of tomorrow and combining them with selections that help manage unpredictable market forces, our philosophy is to build globally diversified, low-cost portfolios across asset classes, strategies and risk factors, using a behaviorally aware and research driven investment methodology where the focus is on getting the most out of your resources.
By working hand in hand with clients to decipher their needs and preferences when constructing tailored portfolios, we encourage clients to adopt a pre-defined, responsible strategy, including approaches that focus on Environmental, Social and Governance (ESG) principles.
Ultimately, we believe in simplicity. We will not attempt to bamboozle you with cleverness, but make sure that you understand exactly what we are doing and why. Holding illiquid securities with opaque pricing, leverage, high fees, and overly complex strategies brings unnecessary risks into an investment plan. Complex problems such as the financial markets do not require complex solutions to survive. Portfolio complexity can lead to unintended consequences, so we prefer to simplify the process.
But simple does not mean uneducated or thoughtless. A simple approach just requires more work up front to build the right systems, processes and guidelines. Successful long-term investing can be accomplished through a straight-forward, uncomplicated, operationally efficient investment program.
At Renascence Capital we are not interested in emulating other investment firms. Instead, we want to use our experience and resources to lead the rest of the investment advisory industry, in process, access and transparency.
Many investors around the world have been sold investment policies by "financial advisers" which are either not suitable for the client or do not have the clients best interests at heart. We recognise this and assist where possible those who have fallen victim to bad advice and invested in expensive and inflexible products. Equally, clients may have an existing SIPP or QROPS in place, but are not satisfied with the underlying investment portfolio.
We help clients to analyse their investment portfolios to clearly show what they are paying, the contractual terms, levels of risk being taken, the performance received versus the benchmark and work out what we believe is the best solution going forward.
Renascence will help to not only manage these plans properly and provide a full and detailed report on your specific plan, we will also seek to immediately reduce any unnecessary fees you are paying and implement a strategy that we believe will be more effective going forward, in line with your specific objectives.
We believe that a proper scientific diagnosis of your financial position, that’s based on factual numbers and evidence, will have an increased opportuntiy to yield you far better results in the long-run. This is what we deliver with a full review.
