All-weather investing

Seeking good positive returns.

Come rain or shine.

Ruffer LLP
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London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France

A clear and repeatable process

Our approach is tried and tested

The Ruffer approach is unchanged from when the firm started in 1994.

Our investment process is different to most. It is designed to protect and grow the value of our clients’ portfolios – avoiding large losses and harnessing the power of compounding over time.

Put simply, we take on the responsibility for managing risk on behalf of our clients.

OUR OBJECTIVES

Ruffer’s single investment strategy is defined by two simple investment objectives

  • Not to lose money in any 12 month period
  • Generate returns meaningfully ahead of the return on cash
All-weather investing

We aim to deliver positive returns come rain or shine.

If we are to be good all-weather investors, we cannot be dependent on the direction of markets.

To avoid that dependency, we always hold investments in what we call growth and protection. We hold these alongside each other, changing the allocation to each over time.

When the market sun shines, we expect our growth assets to prosper. When a market storm hits, our protective assets should provide shelter, defending the portfolio from a downturn.

It will take bravery, imagination, and an uncomfortable portfolio journey to get through the drama.
Henry Maxey, Chief Investment Officer
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France