PRIVATE CLIENT OFFERINGS

The Marlow Capital Global Yield Plus is a conservative portfolio comprising global, best of breed, alpha generating investment managers across fixed income, equities and cash. The combination of which is designed to give investors a consistent return in excess of the benchmark in a given economic cycle as well as provide capital preservation, reduced volatility and enhanced yield over the medium to long term. The asset allocation and manager selection is continuously monitored to ensure the most efficient portfolio construction.

The Marlow Capital Global Best Ideas AMC is a balanced portfolio comprising global, best of breed, alpha generating investment managers across fixed income, equities, cash and alternative asset classes. The combination of which is designed to give investors a consistent return in excess of the benchmark, cash and inflation over the medium to long term. The asset allocation and manager selection is continuously monitored to ensure the most efficient portfolio construction in line with the portfolio managers macro-economic outlook and global best ideas.

A moderate investor who values long-term inflation beating returns at moderate levels of risk. An investor may endure temporary drawdowns in capital value over the short to medium-term, in exchange for longer-term capital growth.

Investment Objective: The solution is suitable for an investor with a moderate appetite for risk and a need to achieve long term capital appreciation. The solution’s primary objective is to seek long-term capital growth with less volatility than broad equity markets. The secondary objective is to achieve these returns while enhancing portfolio diversification, mitigating drawdowns and improving risk-adjusted returns.

Investment Strategy: This strategy employs a multi-manager approach, combining best-in-class active managers with cost-effective passive funds across a diverse range of liquid alternative investments, including private equity, private credit, hedge funds, real estate, infrastructure, and commodities. The portfolio may also utilise liquid cash funds when real yields are attractive

The Marlow Global High Conviction AMC is a concentrated equity portfolio that invests across themes that are driving the prevailing global economy. Using proprietary tools to identify companies that lead these transformational trends, the portfolio manager seeks to capture long‐term growth and outperformance above benchmark and peers. This strategy is best suited to investors that are able to accept an additional amount of volatility for the prospect of higher returns.