Overview
Expanding the
opportunity set
We invest in alternative assets to access differentiated sources of return and enhance portfolio diversification.
Alternative investments provide exposure to assets and strategies outside traditional equities and fixed income, broadening the opportunity set available within a diversified portfolio.
These may include private markets, real assets and specialised strategies, offering different return drivers and the potential to improve portfolio resilience over time, particularly when combined thoughtfully with traditional asset classes as part of a broader long-term investment framework.
How we invest
in alternatives
Assess sectors such as private markets and real assets.
Evaluate structure, strategy and underlying risks.
Position alternatives within a diversified framework.
Manage exposure relative to liquidity and risk.
Review performance and underlying developments.
Key principles
Selective
exposure
Focus on areas with
clear return drivers
Diversification-led
portfolios
Complementing traditional
asset classes
Long-term
orientation
Reflecting investment
time horizons
Risk-aware
foresight
Considering liquidity
and complexity
Different sources
of return
Alternative investments are often driven by factors distinct from traditional markets, such as asset-specific income, contractual cash flows or operational performance, which can make their behaviour less directly tied to listed equity or bond market movements.
This can provide diversification benefits when combined with equities and fixed income, helping broaden sources of return and support overall portfolio resilience across different market conditions.
Our approach to alternatives focuses on selective exposure, disciplined evaluation and alignment with overall portfolio objectives.
Complementing
traditional allocations
Alternatives are used to enhance diversification and broaden sources of return within portfolios, alongside equities, fixed income and other asset classes, helping reduce reliance on traditional market drivers and support a more balanced overall portfolio structure.
Careers at Menroc Asset Management
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