Investment Management

Umbra Capital Partners

Investment Philosophy

Umbra’s primary long-term objective is to preserve and grow our clients’ wealth by delivering attractive, inflation-adjusted returns. We believe that pragmatic active asset allocation combined with fundamentally driven instrument selection is the best way to deliver those returns. We feel as though these philosophies can be exerted mostly through our Dynamic-Passive, Blended and Active MPS ranges.

Our investment philosophy is not rigid and static in premise but is agnostic over the cycle as it aims to exploit the most attractive risk-adjusted reward opportunities as they arise via active manager and/or passive instrument selection. We do however have several investment philosophies central to our process in the assumption that capital cycles are routine and often mean reverting over time.

 

Umbra's MPS solutions

Umbra’s MPS solutions blend best of breed active managers within a flexible and pragmatic asset allocation framework.

Within the Dynamic and Blended MPS ranges, we are able to skew portfolios to areas of the investment universe offering the most attractive risk/reward depending on our in-house, top-down view of the world.

A wholly transparent and intuitive methodology for the benefit of our clients.

A rigorous ongoing due diligence process.

Managed by a proven and highly experienced investment team.

Our MPS range has been independently verified and risk rated by Oxford Risk.

MPS Passive - Passive

Our fully Passive-Passive range aims to provide investors with exposure to a geographically diversified array of low-cost passive instruments.

This exposure also aims to adequately blend the appropriate mix between equities, fixed income, alternatives and cash.

We do not use any tactical overlay within these models.

MPS Dynamic - Passive

Our Dynamic-Passive range aims to provide investors with exposure to a geographically diversified array of low-cost passive instruments.

This exposure also aims to adequately blend the appropriate mix between equities, fixed income, alternatives and cash.

We also use tactical and longer-term asset allocation overlays within these models.

MPS Blended

Our Blended solution range aims to encapsulate some of the active fund industry’s most accomplished money managers within risk-controlled model portfolios. We then combine those managers with low-cost passive solutions which may in turn be stylistically orientated.

Our aim is to generate benchmark beating returns via a high conviction, globally orientated multi-asset portfolio.