A disciplined approach to managing risk across portfolios

Overview

Central to
our approach

Managing risk is fundamental to how we construct and oversee portfolios.

Risk management is not treated as a separate function, but embedded across research, asset allocation and portfolio construction as part of the broader investment process. This helps ensure risk is considered early, consistently and in a way that remains connected to portfolio objectives and decision-making.

We focus on understanding how risks arise, how they interact and how they can be managed within a broader portfolio context. By considering both individual exposures and their combined effect, we aim to support portfolios that remain balanced, resilient and appropriately positioned over time.

Risk management approach at Menroc Asset Management

Key principles

Integrated
oversight

Embedded across the
investment process

Multi-dimensional
assessment

Considering market, credit
and liquidity risks

Forward-looking
analysis

Assessing potential
scenarios and outcomes

Continuous
review

Monitored and refined
over time

Managing Risk
with Discipline

Risk management is supported by a structured framework that helps guide decision-making across asset classes, investments and portfolio construction. It provides a consistent basis for identifying exposures, assessing potential impacts and maintaining alignment with broader portfolio objectives.

This framework is applied throughout the investment process, supporting ongoing oversight as conditions evolve and new risks emerge. By combining analysis, monitoring and measured response, it helps portfolios remain balanced, resilient and appropriately positioned over time.

Understanding different sources of risk

  1. Market risk

    Exposure to broad market movements.

  2. Credit risk

    The ability of issuers to meet obligations.

  3. Liquidity risk

    The ability to adjust positions when required.

  4. Concentration risk

    Overexposure to specific assets, sectors or themes.

Identify

Recognising key risks across
asset classes and investments.

Assess

Evaluating potential impact,
probability and sensitivity.

Position

Structuring portfolios to
balance risk and return.

Monitor

Ongoing oversight of
exposures and conditions.

Respond

Adjusting positioning
where required.

Risk management discipline at Menroc Asset Management

Our focus is on maintaining a consistent and measured approach to risk, supporting portfolios through different market environments.

Risk in
Portfolio Context

Risk is considered at the total portfolio level, not only at the level of individual investments.

We assess how exposures interact across the portfolio, including diversification effects, correlations and how different positions may behave under changing market conditions.

This broader perspective supports portfolio construction, scenario awareness and ongoing oversight. By considering potential downside alongside return objectives, we aim to build portfolios that remain balanced, resilient and aligned over time, with exposures monitored and refined as conditions evolve.

Framework
in practice

Risk is considered across the total portfolio, including how exposures interact rather than viewing each investment in isolation.

Careers at Menroc Asset Management

Join Our Team

We seek capable and driven professionals who want to be part of a collaborative firm focused on long-term investment excellence.

Join us
Join the team at Menroc Asset Management