Andrew Gibbs

Engages in human health activities

VAM focuses on capital preservation and then the potential for growth and income in an investment proposition to meet a client’s needs and objectives. The firm aims to achieve target returns over a rolling three-year period rather than matching a particular index. They invest over the long-term while being flexible in the short-term. Their investment strategy is set by a quarterly investment committee and will be monitored in a monthly meeting. VAM emphasizes asset allocation across various classes, such as cash and alternative investments, traditional equities, and fixed-interest bonds. Within the overall asset allocation, the firm focuses on the selection of the right funds or direct investments. They apply careful risk controls to portfolio positions, typically with a limit of 5 percent for the largest holding in a diversified portfolio.

Henderson Rowe focuses on investor outcomes by leveraging expertise in global markets and factor-based research to develop multi-asset strategies and build dynamic asset allocation models. The firm’s strategies are based on a deep understanding of how to design, implement and integrate smart beta and quantitative-active strategies into an investor’s portfolio. Their quant-based cores process blends the benefits of both passive and active investing. With respect to asset allocation, Henderson Rowe’s global research capability ensures proper portfolio diversification, avoiding the home country bias and other common issues that plague UK investor portfolios.

Manages funds