Building resilient portfolios in an era of persistent uncertainty A clear theme emerging repeatedly in conversations with investors is the growing need to make investment portfolios more resilient without abandoning risk altogether. Equity markets continue to push higher, fuelled by optimism around artificial intelligence and resilient corporate earnings. Yet beneath this surface strength lies a more complex backdrop: geopolitical fragility, shifting global alliances, and the

In this webinar, Katie Furniss-Brown is joined by fund managers Jim May and Jack Roberts to revisit how the Defined Returns approach works and how our three complementary strategies are designed to meet different portfolio needs.

The Atlantic House Defined Returns Fund Annual Review Jim May, Fund Manager, and Katie Furniss-Brown, Distribution, discuss the fund's performance, portfolio activity, and the outlook for 2026. Past performance does not predict future performance. The value of investments can fall as well as rise and investors may not get back the original amount invested. CAPITAL AT RISK

In this instalment, we explore the Equity Risk Premium and its importance in shaping long term returns for outcome based investment strategies.

In this note, we will explore the Volatility Risk Premium further by examining what impact this has on the returns of Defined Outcome Investments.

Fund Manager and CEO Tom May takes a look back at 2024 and assess the fund's performance over the year. In this webinar Tom discusses...

Jim May, Fund Manager, and Delia Villiers, Distribution, discuss the fund's performance, portfolio activity, and the outlook for 2025.

Jim May, Fund Manager, and Delia Villiers, Distribution, review how the fund performed in 2024 following the fund's 11th anniversary...