Henderson Rowe Limited is an investment management firm working directly with institutional and private clients.
For High Net Worth private clients our approach is to run well diversified, equity oriented portfolios based on individual asset allocation models. We further manage risk for our "Defensive" investors by blending the use of passive and active Exchange Traded Funds (ETFs) with individual securities screened through our index-ranking system and valuation models.
For institutions, such as pension funds, we manage passive index portfolios. As a licensee of the FTSE Company we manage FTSE RAFI portfolios. This is a "fundamentally weighted" index series with significant performance characteristics whilst retaining indexation advantages: low costs, low turnover, total diversification and transparency. Index constituents are determined by economic footprint, as measured by sales, cash flow, net book value and gross dividends paid.
For our "Enterprising" institutional and private clients, who seek above market average returns, we manage and advise on concentrated and leveraged trading portfolios on a "paid on performance" basis.
In all our investment operations we focus on liquidity, reliability and robustness of pricing and we avoid high cost or opaque investments.
