How We Invest
Protecting and growing wealth
The families we serve carry their primary risk in their operating businesses. Their capital deserves different treatment – a source of stability, not another source of risk.
We run an unconstrained mandate, allocating selectively to best-in-class managers and capital-protected structures. Our goal is to achieve real, inflation-adjusted growth – benchmarked against the ARC PCI Balanced Index and a traditional 60/40 portfolio – with equal emphasis on protecting capital and growing it, and a disciplined focus on limiting downside exposure.
“We are not trying to beat the market at all costs. We want to make sure that when markets fall – and they always do – our clients do not fall as far. And when they rise, our clients participate meaningfully.”
– Mike Hollings, CIO
Capital protection in structured products is typically conditional and subject to the credit risk of the issuing counterparty. For full risk disclosures and regulatory information, see the Disclaimer page.
Allocation Principles
Asymmetric exposure – giving up a portion of upside in good markets in exchange for meaningful protection when conditions turn. Deep losses take years to recover from.
Genuine diversification – strategies whose returns are truly independent of market direction, because real diversification is rarest precisely when markets are most stressed.
Risk discipline – exposure monitored at position and portfolio level. Every decision reviewed by the Investment Committee before it is acted on.
Values-consistent– Shariah-consistent screening available where required, and sectors incompatible with the principles of the families we serve are excluded as standard.
Talk to our Team
Get in Touch:
Have a question or need more information? Reach out to us, and a member of our team will get back to you shortly.
Office Location:
Visit us at our office: 2nd Floor, Berkeley Square House, Berkeley Square, London W1J 6BD, United Kingdom.
Email:
Email us at info@lambourncapital.com