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.