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.
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Protecting capital

Then now and in the future
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Andrew_vanBiljon
Andrew van Biljon
Research Director
Lauren French
Lauren French
Investment Director

Protecting clients' capital is the core of Ruffer's investment approach. 

As the market landscape has evolved, so too have the strategies we use to achieve this objective.

In this video, Andrew van Biljon and Lauren French, both Investment Directors at Ruffer, look at historic examples of our protection strategies - what they were and how they were implemented. They also discuss the risks we see in the current market environment and how we're seeking to protect against these. 

 

DOWNLOAD SLIDES

Turbulence warning
The return of inflation has jolted markets. But investing for higher inflation is not the same as investing for inflation volatility – this presents and unique and complex problem for investors.
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Crossing the Rubicon
Investors face one of the most complex market environments in history. Simultaneous shifts in the global energy system, geopolitics, demography, technology and much else besides promise a more inflation-prone and volatile world ahead. This brings with it elevated risks, but also potential rewards. Amidst all the uncertainty, this presentation will examine what investors can have conviction about.
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This video is issued by Ruffer LLP (Ruffer) and is intended for circulation in the UK or EEA, residents of the United States, Hong Kong, Singapore, Israel, UAE and Kuwait, Wholesale Clients in Australia and their UK based advisers and should not be shared with any other person. The views expressed in this webinar do not constitute an offer or invitation to provide separate account, discretionary management or other fund management services and Ruffer is not licensed to provide such services in the United States, Hong Kong, Singapore or Kuwait and relies on an exemption from the licensing requirement in Australia. Neither are the views expressed intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, and no such offer or solicitation will be made until the time a qualified offeree receives a prospectus containing important information, and only in those states or jurisdictions where permitted by law. The information contained in this webinar does not constitute investment advice and should not be used as the basis of any investment decision. References to specific securities are included for the purposes of illustration only and should not be construed as a recommendation to buy or sell these securities. 
our thinking
Ruffer Radio: Winning by not losing – protection strategies
June 2022: Avoiding major drawdowns in markets is key to outperforming over the long-term. It may sound obvious, but in a world of near universal asset vulnerability, it has seldom been more important to stand resolute against falling markets. In this episode, Lauren French and Andrew van Biljon discuss Ruffer's approach to protecting against tail risks in the market and they lift the lid on some of the more creative strategies in the portfolio today.
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Nowhere to hide?
May 2022: So far this year, the prices of almost all conventional assets are down. Supposedly diversified portfolios have turned out to be anything but. To preserve their capital, investors will require a new approach to constructing portfolios - flexible, adaptable, robust, and responsive.
The risk addiction
In the depths of addiction nothing else matters. The pursuit is focused, relentless and uncompromising – dismissive of any potential consequences. So what happens when the addiction is to risk?
Investment Review
April 2022: In his latest investment review, Jonathan Ruffer reflects upon how forty years of a bull market, where for decades ‘buying the dip’ has been a sure-fire idea, is clashing against circumstances and events which may break this benign and predictable investment pattern.
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OUR THINKING
London
80 Victoria Street
London SW1E 5JL
Edinburgh
31 Charlotte Square
Edinburgh EH2 4ET
Paris
103 boulevard Haussmann
75008 Paris, France