Overview
Perspective Investments manages long-term wealth for investors looking for attractive smoother returns. We are a multi-asset multi-strategy investment manager, investing on behalf of clients, including our founder family, to help them achieve their financial objectives. We do this by aiming to deliver higher returns with lower volatility and better capital preservation than conventional investment portfolios. Our investment model enables us to combine diverse investments such that the overall return will be likely to be higher and at the same time smoother. Of course, while our investment performance track record is consistent with this aim, past investment performance is not necessarily indicative of future results.
What does it take to deliver exceptional results and to sustain those results over the long-term, and to make money in difficult years like 2008 and 2018? Out-performance, by definition, requires an investment portfolio that is not in line with the consensus. It takes intense curiosity to understand financial markets and individual investment opportunities, and to respect and understand the approaches and views of other investors. It takes analysis combined with lateral thinking, including consideration of different perspectives, to challenge conventional approaches and consensus views. It takes courage to be prepared to adopt investment positions that are contrarian; and, it takes resilience to maintain positions with conviction when, sometimes, they do not perform in the short term.
Leadership
Investment Manager Executives & Investment Committee Members
Collective experience over 100 years
Arno Kitts
Founder of Perspective Investments, and the Managing Director and Chief Investment Officer of Perspective Capital Management Limited...
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Gordon Craigen
Gordon Craigen is the Chief Financial Officer and Chief Operating Officer and a Director of Perspective Capital Management Limited, with particular responsibility for financial management and general oversight...
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Jyoti Choi
Jyoti Choi is the Chief Risk Officer and a Director of Pi Investment Management Limited, with particular responsibility for investment and risk oversight, and he is a member...
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Nigel O’Sullivan
Nigel O’Sullivan is the Chief Investment Adviser to the Chief Investment Officer, a Director of Perspective Capital Management Limited...
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Thea Kitts-Lomax
Thea Kitts-Lomax is a Director of Perspective Capital Management Limited...
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Andrew Fraser
Andrew is currently the CEO of RAM Active Investments, a Swiss Headquartered liquid alternative manager...
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Our History
Perspective Investments was established in 2008 to manage the founder family wealth, and to provide a structure to enable others to invest alongside.
The business developed in 2010, from a single-family office to multiple families and investors.
Our purpose today remains as it was when the Firm was established - To aim to deliver higher returns with lower volatility and better capital preservation than conventional investment portfolios.
Our Beliefs
Investment managers should create a better financial future for their clients and investors
Investment fiduciary responsibility to investors includes challenging accepted wisdom
Investment outcomes can be improved by blending the art and science of investing
Investors are entitled to access the best solutions and capabilities available
Risk is managed better by understanding the drivers of asset class behaviour
Our Values
Curiosity - to understand financial markets and individual investment opportunities, and to respect and understand the approaches and views of other investors.
Synergy - to combine the science of analysis with the creativity of lateral thinking, including consideration of different perspectives and thinking outside the box, to challenge conventional approaches and consensus views.
Courage - to be prepared to adopt investment positions that are contrarian; and,
Resilience - to maintain positions with conviction when, sometimes, they do not perform in the shorter term.
Integrity, and transparency to demonstrate it - to continue to earn and maintain the trust of clients and investors.
Our Firm Principles
Alignment – As substantial investors in the core product, our interests are aligned with our investors. A number of investments have been introduced to us by directors, executives and investors.
Commitment - The majority of the founder family wealth and substantial investments of the directors and executives of the group are invested in the core product.
Conviction – The investment portfolio of the core product is focused in a reasonably small number of diversified investment opportunities to ensure focus while at the same time improving the expected return relative to risk.
Expertise – Asset allocation is managed internally, running conventional investment exposures directly, and complementing these by blending in out-sourcing to low-correlation specialist external investment managers. Relationships with external investment managers and other business partners are built to be collaborative, open, and transparent long-term relationships, valuing the expertise of the partners selected.
Efficiency – Every basis point counts. Investment management fees have been set at a level enjoyed by the largest global institutional investors for products like ours. Administration expenses for the core product are running at less than 0.50% per annum (not including external investment manager fees or product expenses), having decreased steadily as core product assets under management have grown. No establishment, other product development, or investment research costs are charged to the core product; such expenses are paid by the investment manager.
Independence – By being completely independent of all other institutions, we aim to minimise conflicts of interest. Our investment management companies do not have any external shareholders, which means a sharper focus that works for our clients and investors as key stakeholders. Our costs are covered by our fees and so we are in control of our own destiny.
Our Organisation
Our products are managed by Pi Investment Management Limited, which is registered with and regulated by the Cayman Islands Monetary Authority and registered with the Financial Conduct Authority in the UK. Its subsidiary, Perspective Capital Management Limited is authorised and regulated by the Financial Conduct Authority in the UK.
Why Perspective?
We try to see the investment world as we think it should be seen – with a fundamental investment perspective.
“Perspective” reflects our commitment to source and blend together investment opportunities with synergy - to combine the science of analysis with the creativity of lateral thinking, including consideration of different perspectives and thinking outside the box, to challenge conventional approaches and consensus views.
The symbol in our logo reflects our commitment to “thinking outside the box”, represented by the solution to the famous Nine Dot Puzzle.
Continue To: What We Do