Momentum Global Investment Management (‘Momentum’), was founded in London in 1998 and currently has in excess of USD 4.1 billion of assets under management.There are 19 dedicated investment professionals covering equities, fixed income, property and hedge funds. These individuals share a common investment philosophy and process and it is this theoretical and methodical framework that is introduced below.
The Momentum Offering
- Discretionary multi-asset investment management
- A solutions focus on the creation and management of be-spoke multi-asset portfolios for investors
- Traditional strategies through manager of manager funds
- Alternative investing strategies, comprising funds of hedge funds and segregated portfolios
Momentum believe that any truly diversified multi-asset fund needs to have multiple ‘levers’ to pull as and when market opportunities arise. The main driver of performance is asset allocation but this needs to be combined with the use of specialist ‘best of breed’ sub-advisors to fully and efficiently exploit asset class valuation opportunities.
Momentum’s portfolio funds uniquely combine these capabilities through the expertise and experience of its internal investment team and the exclusive use of third party investment managers.
Momentum combine active and passive management which enables them to access markets while targeting alpha or beta depending on Momentum's view on the efficiency of particular markets and the overall economic environment.
Momentum also offer a transparent fee structure which is focused on a cost-effective delivery of product to the client.