Anton French

Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds.

Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client.

Evelyn Partners utilizes a top-down approach to analyze macroeconomic and political considerations before deciding on the companies in which they want to invest. They may occasionally engage in shareholder activism. Analyst views are distilled into recommended buy and sell lists. The buy list is compiled country by country based on quantitative and qualitative inputs. The sell list is based on adverse changes in company results, structure, management, the economic or trading environment and changes in country weightings or the availability of more attractive holdings.