Investment Philosophy

Our approach to Strategic Property Investment is founded on the following:

• Listening to investors and tailoring a strategy to suit their requirements
• Property generates a quarterly cash flow that is responsive to asset management and contributes significantly to total return
• Property must be considered in relation to other asset classes and not in isolation
• Portfolios should be managed against a clearly defined strategic framework derived from detailed market knowledge and quantitative analysis
• Stock selection within this framework remains fundamentally important. This requires not only significant access to market opportunities but also the application of analytical techniques within the framework of a robust investment process
• In recognition that property is a real asset, it needs to be managed effectively so as to exploit ‘added value’ opportunities

Opportunistic approach:

• Property is an imperfect asset class which creates opportunity
• Independence provides a wide range of market contacts and access to opportunities
• Co-investment and alignment of interests are key to our success and important to our investors