Our investment philosophy is to identify a number of key themes which we feel are central to the development of the global economy in the years ahead.
Covalence Asset Management specialises in thematic investing. We look at current global investment ideas and topics, not only the themes with good long-term opportunities for growth but also those that, due to their strong underlying fundamentals, offer some protection from volatility.
By focusing on a small number of global investment themes, we have created a unique platform which enables clients to gain exposure to vital areas of the investment universe that are often missed or diluted by traditional investment funds and managers.
Clients find our focus on this style of investing engaging as each of the individual themes has its own compelling story and relevance, regardless of market or economic conditions. The unique themed-based approach tends to appeal to clients who want or need diversification and have an active interest in the global economy, in their investments and in investing generally.
Investments are multi-currency and each portfolio is bespoke and is constructed based on a client’s requirements and objectives.
Ideas
Our investment philosophy is to identify a number of key themes which we feel are central to the development of the global economy in the years ahead.
Covalence Asset Management specialises in thematic investing. We look at current global investment ideas and topics, not only the themes with good long-term opportunities for growth but also those that, due to their strong underlying fundamentals, offer some protection from volatility.
By focusing on a small number of global investment themes, we have created a unique platform which enables clients to gain exposure to vital areas of the investment universe that are often missed or diluted by traditional investment funds and managers.
Clients find our focus on this style of investing engaging as each of the individual themes has its own compelling story and relevance, regardless of market or economic conditions. The unique themed-based approach tends to appeal to clients who want or need diversification and have an active interest in the global economy, in their investments and in investing generally.
Investments are multi-currency and each portfolio is bespoke and is constructed based on a client’s requirements and objectives.