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.
Our core product areas
We select ‘best in class’ companies with superior long-term growth prospects. Our rigorous bottom-up approach stock selection identifies typically 60-70 companies unconstrained by sector or geography.
Our stock picking approach identifies businesses which we believe have above average growth potential and are leaders in their spheres. Mandates can be managed including or excluding the UK.
Treasury Management & Fixed Income Services
Our specialist team manages surplus cash funds on a discretionary and an advisory basis for institutions; our clients include building societies, universities, charities and friendly societies.