The start of 2016 sees Stratford-upon-Avon fund management firm Quotidian Investments celebrating another year of market-beating success, during which its flagship fund, the Quotidian Growth Fund, outperformed the FTSE by over 20% in the previous year.
The firm was recently awarded ‘UK Wealth Manager of the Year’ and ‘UK Multi-Asset Portfolio of the Year’ by the ACQ Global Fund Awards, along with ‘UK Game Changer of the Year (Fund Management) for founder Philip Richards. The awards came hot on the heels of a Corporate LiveWire award for ‘Multi Asset Portfolio of the Year’ and ‘Best Balanced Fund – UK’ last January.
Despite these starry awards, Quotidian is really a very traditional investment company that prides itself on always putting its clients’ interests first.
“Each of the partners has our own personal wealth invested with the company, which is managed in exactly the same way we manage that of our clients,” says partner, Peter Richards.
“This helps ensure that our own interests and the interests of our clients are one and the same.”
The right assets
Quotidian’s sound and proven investment strategy combines reliable decision making with a disciplined approach, with asset-class allocation of fundamental importance.
“Investment markets are cyclical. While some asset classes are riding high, others are in the doldrums,” Richards continues.
“This might be stating the obvious, but it’s a fact of life that many of our competitors seem to ignore. Being in the right asset class at the right time is key to the success of our investments, alongside disciplined stock selection to control risk and drive superior performance.”
Quotidian’s performance criteria comprises three factors: consistently beating the returns an investor could achieve leaving their money on deposit; consistently beating inflation; and adding value by consistently beating the FTSE Index.
Quotidian Investments’ partners have managed clients’ assets for almost 25 years. Since the establishment of the company in 2013, clients have seen a return of 46.36%, against the FTSE’s 5.84%.
The personal touch
“Our out-performance is achieved from a thorough study of research to determine our fundamental views on markets or stocks, together with technical analysis enabling us to compare performance and the timing of buying or selling,” explains Richards.
“We invest for the medium or long term in companies which have proved able to reliably and consistently produce positive returns. Many of these share the same attributes of solid management, strong balance sheets and cash flows, good market positions and durable future prospects. Good returns can be achieved with niche companies which have strong growth prospects as well as mature groups with well-established products.
“We deliberately aim to cater for a small percentage of the investing public: discerning clients who demand more than mediocre performance. Essentially, our success is a direct function of knowing each of our clients very well, tailoring their portfolio to suit their personal needs and offering outstanding personal service.”
