I n v e s t m e n t   P r o c e s s 

At CG Management, we adopt a disciplined, professional and innovative approach to portfolio management, using the best available research and information systems. It is our intention to bring institutional investment disciplines to private client management, coupled with a high level of personal service.

We would describe ourselves as conservative long-term investors focused on capital preservation whilst achieving consistent and superior investment returns without exposing clients to unnecessary risk.

Our investment process seeks to add value for our clients in four key areas; firstly, global asset allocation, where we actively manage a portfolio's exposure to various asset classes in order to maximize return and minimize risk.

Secondly, we believe that the multi-manager approach to investment is the best way of delivering superior, risk-adjusted returns for our clients. We are very experienced in this area and dedicate considerable resources and expertise to researching, evaluating, selecting and monitoring the appropriate investments from the massive universe of investment types available. We have also developed a clear picture of the strengths and weaknesses of each and appreciate their differing approaches to investment.

We believe that a multi-manager approach allows a high degree of diversification, and to a range of investment styles and strategies. In this way, a portfolio can both enhance investment performance, whilst reducing risk through an appropriate diversification of assets, strategies and styles. It is also an extremely efficient means of investing, in terms of costs and fees.

We also believe that our independence is a key factor in enabling us to successfully carry out the multi-manager discipline.

The third key area of our investment process is fixed income, where we take advantage of the considerable expertise that exists within CG Management. Our fixed interest exposure normally consists of private investment opportunities, together with hard asset investing, where appropriate. 

Fourthly, as a diversification away from the traditional asset classes, we usually include an allocation to alternative asset classes. The main benefit of including alternative investments in a diversified global portfolio is to significantly reduce risk and volatility through their low, or at times negative, correlation with global investment trends.

R i s k    M a n a g e m e n t

When constructing client portfolios, there are a number of techniques we use to manage risk:

Active use of asset allocation to position portfolios appropriately between the various asset classes. 

Diversification - our multi-manager methodology ensures that we invest in a range of investment styles and strategies. 

We include alternative investment strategies, which generally have a very low, and at times negative, correlation with global investment trends. 

A b s o l u t e    V e r s u s    R e l a t i v e R e t u r n s

We are able to manage portfolios on either a relative or absolute return basis. Given our conservative bias, and emphasis on maximizing risk-adjusted returns, we have a secondary focus on absolute returns, even where we include a relative benchmark when reporting. For those clients who wish to focus entirely on absolute returns, we can offer a number of different options, and can include a performance fee, if appropriate.