Investment Management

Process

LJ Partnership’s investment team provides clients with access to a highly experienced group of professionals with varying areas of specialisation. We work with clients directly to achieve their individual goals. The process is subject to a detailed analytical process in which key considerations are:

View of the World

Apart from our detailed weekly research meetings, our formal investment committee meets frequently to discuss the changing world and to assess how those changes may potentially impact our client portfolios.

Asset allocation

Once we have defined our views, we begin to evaluate risks and opportunities to decide how best to apportion assets in order to fulfil client objectives.

Investment selection

We look for exceptional specialists with strong track records and who offer focused and clear methods of investment.

Ongoing monitoring

All investment portfolios require careful review – we continually monitor client portfolios to ensure we have the most appropriate investment vehicles for each client.