Our investment approach
We are research driven and employ a judgemental and adaptive approach, recognising that relationships and correlations within financial markets fluctuate through time, hence portfolios need to constantly adapt to such changes. We emphasise a top down, theme led approach supplemented by bottom up analysis and identification of micro opportunities.
Our bias to income and value will utilise higher dividend equities, non-sovereign fixed income, emerging markets and exposure to alternative assets such as private debt, infrastructure and real estate. We are benchmark aware, not benchmark driven and prioritise absolute return and risk metrics to reach our investment objectives.
Charles Taylor Investment Management Company Limited is authorised and regulated by the Financial Conduct Authority (FRN148462).