Great minds,
thinking differently.| 

Great minds,
thinking differently.| 

Great minds,
thinking differently.| 

  • We are a leading discretionary investment manager offering absolute return and long-only strategies across asset classes, sectors & regions
  • Our goal is to generate attractive investment performance for our clients
  • Established in 1995, we are a global business with headquarters in London and offices in New York, Zurich, Tokyo and Hong Kong
  • Our culture is based around fostering leading investment talent within a collaborative environment

Access our latest thinking



The last 20 years have seen negative correlations between stock and bond prices. This is against the precedent of history: for the preceding 250 years the correlation was consistently positive. Investigating why this is, we look back to previous instances where the metric has fallen to a low level to try to understand what this means for asset prices today.

Ben Funnell

The Mexican Peso could currently make a good claim to be one of the most unloved assets in the world, with speculative shorts close to record highs. Here we discuss some structural reasons why the selloff might be overdone.

Guillermo Ossés

The Mexican peso has become somewhat unloved since the U.S. presidential elections, as testified by net speculative short positioning and price action of the currency.

Guillermo Ossés, Jose Wynne

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Information as at 31 March 2017

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