All-weather investing

Seeking consistent positive returns.

Come rain or shine.

Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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Ruffer LLP
80 Victoria Street
London SW1E 5JL
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET

Jos North

Head of UK Institutional & Wholesale
Joined Ruffer in 2012 and now leads Ruffer’s UK institutional business, including UK defined benefit, defined contribution and local government pension schemes, and UK charities. He is a member of the CISI following completion of the CISI diploma and co-manages two of Ruffer’s flagship funds.
Articles by Jos
Something always breaks
April 2023: After a strong start to the year, markets were destabilised by a shift in liquidity dynamics in March. Central banks now face a reckoning. Their choice is simple – inflation stability or financial stability – but it isn’t easy.
Naming and taming the bear
What can history teach us about investing in bear markets? Jos North and Jasmine Yeo examine the strategies which have prevailed in previous drawdowns and ask what might work this time around. They discuss how the portfolio is positioned for a shift in the landscape of financial market risk.