Taylor Young is a fresh-thinking investment house concentrating on a rigorous approach to generating ideas that will add long-term value to client funds. We believe that specific themes will be responsible for the outperformance of particular assets. The challenge is to identify the most relevant themes with appropriate timescales attached. The tracking of themes forces the constant re-evaluation of broader market conditions and means that fresh ideas are filtered into the investment process, ensuring that our views are kept current and germane.

Our thematic approach and strong fundamental analysis is designed to blend the best of macro economic analysis with focused stock and sector research. Taylor Young is neither value nor growth biased, but we think about the various aspects of wealth preservation, wealth creation and income generation. We manage a range of tailored mandates that are highly focused as well as broader mandates that involve a multi-asset class approach and more generic benchmarks.

The Investment Process has been constructed to possess the following key attributes:
  • Rigorous, free thinking and independent
  • Non index-tracking and therefore can take a view
  • Thematic in approach
  • Relevant and current ideas
  • Bespoke
  • Tailored mandates to meet individual needs
  • Agile and flexible
  • Able to respond to a rapidly changing environment
  • Focused market access
  • Precision when searching out the very best
  • Operationally independent and transparent
  • Avoiding conflicts of interest
  • Controlled flexibility
  • Risk controls and parameters designed to meet client’s requirements
The philosophy is to blend these attributes and guide clients throughout the lifecycle of their wealth management requirements via a balanced and relevant service offering.



Back to top

 
Delivered by Investis - link to Investis website (opens in a new window)