Why We’re Different
Independence of thought, independence of action
At Maunby size matters, we see clear advantages in being an independent, small and nimble organisation.
This directly impacts on our investment process where we deliberately have a bias towards smaller capitalised stocks and smaller funds.
These investments are key to Maunby’s success; our experience and ability to select good quality smaller stocks has contributed time and again to the healthy returns we achieve. Bearing in mind, of course, that higher than average returns are accompanied by more volatility both on the downside and upside.
Going the extra mile
How we invest and manage portfolios starts with our relationship with our clients. By getting to know our clients well from the outset we are able to make better investment decisions.
Regular ongoing client contact means that as a client’s circumstances change, so does their portfolio. We are more than happy to meet clients where it suits them best.
We draw on our extensive collective experience to provide intelligent input where a client or family have more complex financial affairs. This has been of considerable value to those client families that have drawn upon it.
Portfolios with personality
Our approach to investment is proactive with rigorous equity analysis and fund selection. By focusing on the long term fundamentals, we seek to avoid fleeting fashions and tune out market ‘noise’. We devote considerable time, effort and expense towards meeting with the management teams of smaller companies we consider investing in, along with site visits to their facilities. We also draw on the expertise of sector analysts and brokers we hold in high regard. A similar approach is taken to investing in funds, only selecting those whose management we have met and whose strategy we like.
Through our approach to stock and fund selection, we gain a depth of knowledge that we consider to be essential in informing our decision-making process for our client portfolios. Where possible, we buy and hold investments to allow both the true value and the future growth potential of investments to emerge over time.
Environmental, Social and Governance (ESG)
Although awareness of ESG is growing, sustainability is not a new concept for us when it comes to investing, as well-run companies tend to produce the best long-term returns. We recognise that our clients all have different circumstances, views and aspirations, so we don’t impose a ‘one size fits all’ ESG formula, and nor do we apply responsibility by numbers through the use of data-led screening, as the numbers are only one part of the picture. We prefer instead to engage with clients, to discover what is important to them, and to adapt their portfolio accordingly. You can learn more about our approach to ESG here.