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Four stage tactical investment process

A four stage investment process is followed:

  1. When constructing a portfolio, CTIM’s investment team start by developing broad market themes which adapt to changing events and conditions.
  2. Using top-down selection, which includes both fundamental and technical analysis, appropriate asset classes are selected which are consistent with the market themes.
  3. This selection is further fine-tuned by searching for both income and value, identifying bottom-up opportunities or investing in external funds when appropriate.
  4. The portfolio is screened to ensure that it is balanced, is within its risk tolerances and correctly reflects major market themes.


Charles Taylor Investment Management Company Limited is authorised and regulated by the Financial Conduct Authority (FRN148462).

Douglas Jones
CEO, Charles Taylor Investment Management Company Limited

Tel +44 20 3320 2321

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