Investment Approach

Investment Process

Cheviot's investment process combines strong disciplines with flexible asset allocation and stock selection.

Once we have determined your individual investment objectives, our long-term strategy is geared to exceed expectations and provide consistent returns.

Investment houses have become increasingly categorised in recent years as “value”, “growth” or “alternative”. Our belief is that the best results come from a mix of styles adapted to the market cycle; our aim is to identify future trends and give these due emphasis within portfolios.

At a strategic level, long term portfolios should centre on the long term returns expected from asset classes. We aim to enhance these returns by exploiting market inefficiencies and making active, shorter term, tactical asset allocation calls.

The value of investments and the income derived from them may fluctuate and investors may not receive back the amount originally invested.