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Atlantic House Investments

Annual Review 2023

In this years annual review, we reflect on what has been an extraordinary 2023 for Atlantic House, with multiple fund launches, a decade of our flagship £1.7bn Defined Returns Fund and our 15 year anniversary,  and tour the market to find the clues it offers multi-asset investors in the year ahead. 

The perils of forecasting and why we don't 

For most investors, the inability to be right about the future does not stop them trying. We are taking a different approach at Atlantic House. Instead of trying to pretend we know the future, we focus on the more manageable and realistic goal of making that future just a little bit less uncertain.

 

We build investment products acknowledging that whilst we don’t know where the market is going we are able to say with a high level of confidence how our investments will behave in a variety of different market conditions.

As we enter 2023, we showcase here what is on offer from us for investors who wish to build predictability into their portfolios. We will see how the expected return on our Defined Returns fund is higher than it has been for some time. We will also examine how the strong correlations that we have seen over the past year can be tackled to find genuine diversifiers with our Uncorrelated Strategies fund. 

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We hope that you find these investments valuable as you seek to build resilient multi-asset portfolios.

CAPITAL AT RISK

It's all in your head:
Can a brain scan show you
what sort of investor you are?

"All investment managers work hard to portray themselves as cool, calm creatures. Bad news; you can't fight science when it comes to reacting"

We would want our clients to see us as evidence-based decision-makers and would surely not want to be seen as ever making a decision out of our emotions, or worse still simply because of the inherent biases contained in the brain we were born with.

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Bad news then comes from our keynote speaker at our 15 year conference, Dr Hannah Critchlow.

2023 FUND REVIEWS

The Atlantic House Defined Returns Funds

"Instead of trying to pretend we know the future, we focus on the more manageable and realistic goal of making that future just a little bit less uncertain."

Chief Executive & Chief Investment Officer, Tom May, explains that following the hidden maths of the derivatives market unlocks powerful signals for investors.

Chief Executive & Chief Investment Officer, Tom May, explains that following the hidden maths of the derivatives market unlocks powerful signals for investors.