Investing

In our search for value in the markets, we apply a disciplined investment approach:

Our fees are based on a fixed percentage of your funds under management and are by arrangement.

The fund management industry is fixated by short-term benchmark-relative returns. This may well be a sensible strategy in bull markets, but it can have a serious negative impact when markets fall. Rometsch & Moor Ltd is an investment-led business where benchmarks have less influence in the construction of portfolios. Instead we aim to identify value in the market that others may have overlooked.

Rigorous fundamental and technical analysis is intrinsic to our investment process. From a macro-economic perspective we examine asset allocation, sector trends and political developments, all of which influence exposure to currencies, cash, bonds and equity markets. Portfolios are managed and monitored individually using live prices. This gives us an important advantage in today's fast-moving markets.