At RML Advisory we aim to source investment managers - among others - that are developing an investment rationale nascent to the market and sometimes are involving new technologies. At the same time, we want to have evidence, that these managers can produce solid (risk-adjusted) returns in line with their investment thesis.
We typically source managers whose strategies can generate real alpha and typically are uncorrelated to long only beta strategies. However, we consider well timed beta derived from market dislocations as alpha.
When considering managers we don't necessarily look at a manager’s trailing 3- or 5-year performance record. Because we believe that there is no persistence of results and managers who do well over a 3- or 5-year period will not necessarily do any better than average over the next 3- or 5-year period.
In fact, we source and evaluate managers who have a passion for more than just money – managers who are intrinsic motivators and work in the interest of their investors.
We primarily provide access to strategies which are registered in a stable and well regulated jurisdiction to provide additional security and comfort to our client base along with providing clear, concise, simple and transparent information in an objective and unbiased manner.
Within our Private Asset Solutions we mainly provide access to investment opportunities that are typically characterized by investment themes such as sustainability, growth potential, and / or added value for the environment (circular economy).
Once selected, each strategy/product is continuously monitored for consistency in performance and investment style.
Some of our strategies can - depending on the nature and structure of a current portfolio:
help to reduce the overall risk of an investment portfolio.
help to provide a balancing of risk, return and investment horizon.
help to reduce the correlation to traditional financial markets.
help to maximize gains and profits on investment.
help to provide more stable returns and capital preservation.
help to create value.