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Segregated Mandates

Investment approach

Investment approach

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Service

Service

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Investment team

Investment team

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How to invest

How to invest

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Investment approach

Segregated-MandatesAt Seneca IM we appreciate many institutional investors have particular requirements in terms of capital growth, income and risk. Our investment approach allows us to create where appropriate specific portfolios to meet the particular needs of a client.

We specialise in multi-asset investing. This form of investing combines traditional securities, such as equities and bonds, with non-traditional approaches, such as specialist investments to deliver specific outcomes.

Our investment approach differs in that we make decisions using a value investing ethos. We believe this approach makes it easier to achieve client objectives and offers the prospect of superior long term returns and avoidance of permanent loss of capital.

We use this approach to create segregated mandates to meet clients’ needs. All portfolios are constructed around a strategic asset allocation. Building on this foundation, managers use value principles to implement tactical asset allocation decisions and select the individual stocks and funds for the portfolio.

Our value investing approach means that our funds are actively managed and different, both from common benchmarks and from the competition. Successful active management involves finding patterns in financial assets and taking advantage of them.

Performing well for our clients is about finding value and making better decisions than other managers. And that is where you find the value of our approach to managing segregated mandates.

Service

Segregated account clients have direct access to the team which manages their money, including regular face to face meetings. These meetings are supplemented with quarterly reporting. In addition a senior member of staff is appointed client account executive for each of our segregated clients.

Investment team

SIM-1The Seneca IM investment team, pictured from left to right: Alan Borrows, Richard Parfect, Tom Delic, Mark Wright, Peter Elston.

 

Management of segregated mandates is a team approach, with all Seneca investment team members contributing to decision making through their research specialities.

Tactical asset allocation, Peter Elston, chief investment officer, Seneca Global Income & Growth Trust plc

Fixed interest research, Alan Borrows, senior fund manager, CF Seneca Diversified Income Fund and Seneca Global Income & Growth Trust plc

Specialist investment research, Richard Parfect, fund manager, CF Seneca Diversified Income Fund

UK equity research, Mark Wright, fund manager, CF Seneca Diversified Growth Fund

Global equity and investment themes research, Tom Delic, assistant fund manager, CF Seneca Diversified Growth Fund

In addition, one of the fund management team or another senior member of staff will be appointed as the client account executive for each of our institutional clients.

How to invest

Find out how to invest with Seneca through the link below.

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Institutional Investors Disclaimer

This area of the website is intended for institutional investors who satisfy the criteria for professional client or eligible counterparty specified by chapters COBS 3.5 or COBS 3.6 of the Financial Conduct Authority Handbook.

Persons who do not meet these criteria cannot proceed any further and must leave the website or select another investor-type suitable to their own circumstances.

The information in this website does not constitute advice or a personal recommendation and you should not make any investment decisions on the basis of it. It does not take into account the particular investment objectives, financial situations or needs of investors.

The investments on this website constitute Open-ended Investment Companies and Investment Trusts. Their underlying portfolios are comprised of UK and International equities and fixed interest securities including government and corporate bonds, specialist investments including property and unquoted companies and other invested funds. Investors must have experience with or understand products with the risks that the investments may not achieve their investment objectives and where your capital is at risk. For a full description of the risks please refer to the Full Prospectus of the Funds or the latest annual report of the Investment Trust which are available in the Literature section of this website.