The Right Investment Course

We have particular criteria when identifying suitable investment funds. We look for:

  • Well Rated and Well Resourced institutional funds. Some funds we identify have many hundreds of millions of Euro under management
  • Niche Player fund managers who have expertise and track record in specific sectors
  • Predominantly liquid funds. Investors may have cash calls and may want to invest while retaining easy access
  • A variety of fund managers to offer choice and diversity. Not all managers in each asset class have similar styles. We seek to blend them, avoiding correlation, providing balance within portfolios.
  • Clear Investment Rationale. The funds we chose need to have a clear place in our portfolios
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Unit 1 Leopardstown Golf Centre, Brighton Road, Foxrock, Dublin 18

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Phone us on:
+353 1 6624498


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