Heartwood is a global, multi-asset-class investment manager. We aim to deliver long-term returns in line with a level of risk that has been agreed with each client individually. What clients seek to achieve from the performance of their investment portfolios will probably evolve over time, but the requirement for a robust process to determine investment decisions remains a constant.

We have five main investment strategies diversified across different asset classes. Each strategy is supported by a model portfolio, and we encourage clients to let us follow these models as closely as possible, so that our investment professionals can focus their efforts on analysing markets and making successful investment decisions.

The investment strategies provide robust solutions for client needs ranging from liquidity management to aggressive growth mandates, targetting appropriate levels of return for associated levels of risk over a five-year rolling period.

For more details, please click on:
Investment Philosophy
Investment Process
Portfolio Management
Fund Management