Investment Approach

For the past nine years Britannia has constantly sought to achieve consistent capital appreciation primarily through its global macro investment strategies. Capital preservation and risk management represent the foundation of our investment process. Portfolio construction and investment allocations are guided by a process incorporating unrestrained qualitative judgment and sophisticated quantitative models. 

We strive to act quickly and to capitalize on investment opportunities in dynamic market environments.

Our investment approach is built upon fundamental elements and our unique experience, combined with the consistency of our approach to investing and risk management.

Investment Performance

Our investment approach focuses on generating consistent, positive, absolute returns with low volatility compared to the equity markets irrespective of the phase of the market cycle. We strive to achieve fund returns without relying on asset concentration or market direction.

Focus on First-Hand Understanding

We seek to uncover the truth by researching globally, first-hand, on the ground; and our understanding comes from extensive field trips in near and far away geographic realms. We focus on acquiring the facts in-house as opposed to relying on mainstream research reports. Supported by an extraordinary research team, our investment manager has traveled through more than 72 countries to conduct first hand investments and macro economic research.

Portfolio Construction

Portfolio is created by selecting what we believe are the best market opportunities, consistent with our goals of capital appreciation, diversification and capital preservation. Our ability to invest in multiple asset classes and geographies, including emerging and frontier markets worldwide enables us to be nimble in adjusting our portfolio allocations as market conditions change.

Fundamental Analysis

We approach investments through meticulous fundamental analysis of the drivers of potential investment risk and return. We look at both qualitative and quantitative factors in assessing the investment opportunities and perform extensive due diligence on-the-ground and in-house.

Disciplined Investment and Risk Management Processes

We focus on hedging and actively managing the exposures of our portfolios. Our continuous monitoring of risks is based on quantitative and qualitative analysis, implemented at both the individual position and total portfolio levels, and has been integrated into our daily investment process