All-weather investing

Seeking good positive returns.

Come rain or shine.

Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
Ruffer LLP
Select Location
UK
Europe
Australia
US
Asia
Middle East
Channel Islands
Rest of world
Type of investor
Individual investors
Institutional
Charity
Family office
Financial planner
Individual investors
Institutional
Charity
Wholesale
Institutional
Institutional
Institutional
All investors
All investors
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France

Why Ruffer?

And as important, why not?

We want to set realistic expectations about what to expect from us.

We are keen to help people make informed decisions about whether Ruffer is, or isn’t, a good fit for them.

To us, the ‘why nots’ are as important as the ‘whys’.

Why Ruffer?
Deliberately different Philosophy, performance, perspective. We start by focusing on keeping clients safe.
Consistent, repeatable process Ruffer’s approach is unchanged since 1994 - all the firm’s resource is focused on achieving one outcome.
Genuine diversification and protection Proven track record since 1994 with a low correlation to equities and other asset classes.

Why not?
Steady returns We aim to deliver consistent positive returns but at times this could look dull.
No menu We focus on delivering one philosophy and strategy well.
We make mistakes We have generated uncorrelated positive returns in three market crashes however past performance isn't a guide to future performance.


Why now?

The past 40 years have been kind to investors. Falling interest rates, low inflation and geopolitical stability marked a golden era for asset owners.

But we are entering a new regime in markets, with inflation at its core.

Investors need to prepare for a world of greater inflation volatility. And with it a monumental risk – bonds and equities falling in tandem.

At 25% inflation, cash in a bank account is not just hung and drawn – every year, it is quartered, too.
Jonathan Ruffer, Chairman
The markets remain our master – they will do what they do, when they do it: we must do our best in that context. And that context is about to change.
Jonathan Ruffer, Chairman
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France