Funds & Capabilities
We manage a comprehensive range of collective vehicles on a discretionary basis with a focus on multi asset, equity and fixed income strategies.
Our Guernsey based OEICs offer investors a choice of funds at various points of the risk spectrum with each fund providing gross rollup of income. Our fund range allows investors and their advisers the ability to combine the funds to meet individual objectives or the flexibility of switching across different asset classes. Our Guernsey funds described are not authorised or recognised for sale to the public in the UK.
The TC South River Gold & Precious Metals Fund invests in a focused portfolio of what we believe are some of the leading high quality gold and precious metals companies. We select ‘best in class’ companies with superior long-term growth prospects. Our rigorous bottom-up approach stock selection identifies typically 60-70 global companies.
We manage segregated accounts on a discretionary basis for institutions such as UK universities.
We manage separate accounts for institutions with bespoke mandates; our team draws on its extensive experience in this area gained at major institutions. South River Asset Management’s investment approach aims to optimise capital growth whilst ensuring capital preservation. All portfolios are actively managed, with our core process tailored to meet client mandates, thus allowing acceptable risk and return objectives to be targeted.
Our focus is on mandates where we have in-depth knowledge and experience to provide a clear edge. Our team is experienced at managing separate accounts using our robust investment techniques and expertise to create bespoke portfolios for pension funds, charities and other institutions.