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Stoneware Capital LLP

Portfolio characteristics

Our original equity portfolios aspired to exhibit the following characteristics:

  • Low beta measured against world equities
  • Low correlation to world equities

This meant that long-term portfolio returns were relatively independent of global equity index returns. In order to generate returns of 5-15% per annum, there needs to be enough risk in a portfolio and this is typically achieved in a market neutral portfolio through leverage and by taking some sizeable sector and country positions.

For further details, please contact us directly.

Stoneware Capital LLP is authorised and regulated by the Financial Conduct Authority and appears on the FCA register under no. 451073. The investment products and services of Stoneware Capital LLP are only available to professional clients and eligible counterparties. They are not available to retail (investment) clients. Past performance should not be seen as an indication of future performance. Investment in one of our products carries risks which are more fully described in the relevant offering document.

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