Our Investment Approach - Straightforward, Unconstrained & Collegiate
Taking comfort from diversification & risk management
We set up Vermeer Partners because we believed investment solutions were becoming commoditised and benchmark based, so we build bespoke investment strategies based on research, our collective investment experience and a passion for stock picking. Investment markets have also become increasingly uncertain and volatile places to operate. Most of our Investment Managers have had experience in all types of market – the good, the bad and the ugly – since the 1980s.
Our CIO has been in the industry over 30 years and has extensive experience in running institutional money. His knowledge, experience and stock insights have been invaluable in building our investment process and governance frameworks, leading to better performance and returns. That investment process focuses on making consistent returns for our clients over time.
We are comfortable navigating uncertainty to secure and safeguard your portfolio while maximising returns. Our investment philosophy relies on diversification – spreading risk across industries and regions – to offer protection and growth to our clients’ portfolios. This is particularly important in today’s uncertain economic and political environment. We recommend portfolios are invested on an international basis to benefit from exposure to a range of high-quality, global companies.
Our Investment Managers have the flexibility and discretion to tailor your portfolio to your requirements. However, they do not operate in isolation, but inside a core process that monitors their performance and ensures that a consistent and high-quality service is delivered. They must satisfy our investment governance framework which is supported by risk man-agement systems, due diligence and regular peer review. These checks and balances are in place to ensure your portfolio remains in line with your investment objectives. This approach, supported by robust processes and systems, with the very highest levels of client service and integrity, aims to delivers superior, risk-adjusted returns over the long term.
And because we are here for the long-term, we have structured our own investment teams to support you now and for future generations. Not only do we continually work to hone our own investment skills and approach, but we pass these on to the next generation of Investment Managers.
Security of Your Assets
Our Investment Managers focus their time entirely on managing your investments within a robust and disciplined operational structure. All client money is held separately to safeguard our clients’ assets. We use Pershing Securities, a part of one of the world’s largest and most secure custody banks The Bank of New York Mellon, to hold money in client deposit accounts. Your assets are wholly ring fenced from Pershing Securities’ and Vermeer Partners’ own funds and remain in your name and control. Pershing Securities exercise due skill, care and diligence and review the adequacy and appropriateness of any bank or credit institution where your money is deposited. Both Vermeer Investment Management Ltd and Pershing Securities Ltd are authorised and regulated by the FCA. For more information on our capital adequacy please see our Pillar 3 Disclosure.