Financial Perspectives

Whether you reach out to us directly or through a qualified adviser, our asset manager will begin by assessing your individual circumstances and needs. A crucial part of this process is establishing clear and direct communication with the person responsible for managing your financial affairs. It is important for them to have a comprehensive understanding of your overall wealth level, lifestyle, time horizon, tax situation, and any existing liabilities you may have. You may be interested in transferring an existing portfolio from another investment firm, or you could be a new investor altogether. Additionally, it might be beneficial to consolidate your investments, including ISAs, under a single investment strategy.

Once we have obtained a thorough understanding of your situation and goals through our investment process, we will provide you with a personalized investment strategy tailored to your specific circumstances. If you approve the plan, we will proceed to create your portfolio promptly.

• We have implemented a unified investment approach to form a cohesive investment team.
• Our primary focus is on long/short investments with a fundamental emphasis on preserving capital.
• Our team has extensive experience in managing both alternative and long-only strategies.
• We have established fully integrated processes that set industry standards.

Financial Circumstances

To ensure a comprehensive understanding of your financial situation and goals, your investment manager or advisor will establish a close working relationship with you. This will involve an in-depth fact-finding process.

At Glenn Hill, our investment strategy is built upon a sector-focused approach. Our investment teams are organized around specific sectors, allowing for collaboration and strong relationships among investors across the firm who specialize in different products and strategies. This sector-focused structure enables us to leverage industry-specific knowledge and shared ideas within the firm, providing unique insights and allowing us to align the most suitable financial solutions with attractive opportunities.

We understand the importance of actively managing your asset allocation to adapt to the ever-changing conditions in global financial and economic markets. Our investment managers will proactively monitor and adjust your portfolio to ensure it remains aligned with your goals and personal circumstances. We believe in the benefits of a diversified investment strategy, often referred to as a "balanced portfolio" or "multi-asset portfolio," which combines different asset classes. This approach allows for exposure to a variety of investment opportunities while also aiming to mitigate potential losses during challenging market environments. Each asset class may respond differently to changes in the underlying economy and financial markets, providing potential benefits through diversification.

We are committed to delivering attractive long-term returns and robust downside protection for our diverse range of investors, which includes pension plans, inheritances, foundations, sovereign funds, financial institutions, insurance companies, and private wealth clients. Our investment approach is designed to carefully balance risk and reward, aiming to generate consistent and sustainable returns over the long term while actively managing downside risks. By employing a rigorous investment process and leveraging our expertise across various asset classes, we aim to meet the unique investment objectives of each client and provide them with confidence in achieving their financial goals.