Investment FundsLibero Strategic Fund

The Strategic Fund aims to achieve capital growth over the medium term, focusing on capital protection as well as capital appreciation. The Strategic Fund aims to be more stable than the average Growth fund and aims to have a lower volatility than the benchmark for this sector, which is the Growth Benchmark set by the Association of Private Client Investment Managers and Stockbrokers.

Investment Process

Cheviot's investment process combines strong disciplines with customised, flexible asset allocation and stock selection. Our approach is a combination of 'bottom-up' and 'top-down' analysis. We are not constrained by one particular investment style (such as growth, value etc.) and believe the best returns come from a flexible approach during different economic cycles. We aim to reflect our views on asset class and geographical allocation through the portfolio and support these with conviction ideas. To select our holdings we use a combination of quantitative analysis, in-house fundamental research and company visits. When selecting collective funds we insist on face-toface meetings with all managers with whom we plan to invest and submit them to a rigorous due diligence process. Once invested we monitor and review performance on an ongoing basis.