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Seneca: Peter Elston: Investment Letter

Investment news for Financial Advisers and Paraplanners

29 Jan 2019

Seneca: Peter Elston: Investment Letter

As it’s the beginning of the year, this month’s letter will focus on the investment performance over the last year of our three public funds, as well as performance over longer periods. 

Firstly, I am very thankful to and proud of my team for producing what are clearly excellent numbers. Fund performance is very much a team effort, given that all our fund managers are responsible for investment decisions across all funds, via their specific research responsibility (Mark: UK equities; Gary: developed market equities/bonds and specialist financial (latter is a sub sector within specialist assets); Tom: emerging market equities and bonds; Rich: specialist assets ex specialist financial; Peter: asset allocation). This team approach, as well as our value-oriented investment style, are I believe the two key reasons for the strong performance in recent years. Naturally, I believe this combination, as well as the many other facets of our investment process, should continue to produce good numbers.  

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