OUR SERVICE
Investment Approach
CONTROL THE CONTROLLABLES
This moment was later referenced by Barack Obama in a famous speech celebrating bravery and tenacity. Today, Derek is a business performance coach who emphasises the importance of focusing on what can be controlled. In athletics, this meant prioritising diet, sleep, and training rather than fixating on the uncontrollable outcome of winning a medal. By managing the controllables, athletes improve their chances of success.
The same principles apply to investment management. While world events remain beyond anyone’s control, thorough due diligence on stocks, managers, or sectors, along with thoughtful asset diversification, allows for better risk management. Executed effectively, this approach increases the likelihood of achieving favourable outcomes.
CONTROL
We know what delivers for our clients and focus exclusively on that.
Most developed equity and debt markets are relatively efficient which means it is unlikely that active management can add value. Some markets and some elements of developed markets are not efficient and the higher costs of accessing these areas and skills are justified.
Modern portfolio construction is increasingly about combining the best of passive and active funds in this dynamic way. We take a pragmatic and objective approach to construct multi-asset portfolios that deliver the investment returns our clients desire.
One of the attributes of the most successful long term investors is that they know the impact on their returns of excessive costs. Our clients work hard and make sacrifices to build up their savings. We respect this and work tirelessly to eliminate costs and waste from our investment portfolios to maximise long term returns. If costly active funds are not justifying their fees then we will shift to passive for example.
PERFORMANCE
In an increasingly complex world we are problem-solvers.
We have the capabilities and investment strengths of a major financial institution coupled with the focus and expertise of the boutique.
We know what data matters and our analysis is always clear, precise and objective. However challenging the global finance situation may be our extensive experience lies in managing these changing probabilities and risks.
We have invested in state of the art technology fused with the most advanced research tools available, which ensures that we can move with agility but our approach is patient, thoughtful and precise.
Blackwood Asset Management is a trading style of SORBUS PARTNERS LLP, a limited liability partnership registered in England and Wales with registration number OC378465. SORBUS PARTNERS LLP is authorised and regulated by the Financial Conduct Authority with firm reference number 588466.
INTEGRA Publishing Limited is retained by SORBUS PARTNERS LLP through it trading style Blackwood Asset Management, to provide distribution services. This includes website design, maintenance and development. INTEGRA also is responsible for publishing content in its magazine and organising events and other communications. It does not share any data relating to underlying client details.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.