We are a forward-thinking and innovative investment management company focusing on alternative investments, our capabilities range from fixed income, capital growth in mainly the commodity sector.
Our investment team is based in the UK but is global in perspective, and aims to deliver excellent results for Investex Global’s clients around the world.
We are active managers — we seek to add maximum value for our investors by running high-conviction portfolios.
Risk matters — we are mindful of investment risk and seek to add value efficiently by carefully monitoring the funds against their risk profiles.
We’re style neutral — we look for opportunities to make profits for our investors, rather than tying ourselves to a single investment style, such as value, growth, momentum etc.
We use multi-factor analysis — we use all tools at our disposal to help us make rounded decisions — fundamentals, valuations, technicals and sentiment.
Meet the Business Owner
Experienced professional with proven ability to manage equity and fixed income portfolios, assess and manage portfolio risk exposures, and develop investment strategies and policy guidelines for the largest, most sensitive client relationships. Reputation as someone who «raises the bar» for customer service. Lifelong learner throughout.
Provided analytical support to portfolio managers with efficient frontier/asset allocation analysis, returns-based investment style analysis, and performance attribution analysis using various approaches. Provided systems support to the Investment Research Team, including automating the Zephyr StyleAdvisor reports used for manager searches, saving up to 1.5 hours per search.