INVESTMENT PROCESS

National Trust is a quantitative value equity manager providing active management for private and institutional investors through the application of proprietary investment models.

We have disciplined and rigorous processes designed to produce consistent, superior long-term performance.

We have disciplined and rigorous processes designed to produce consistent, superior long-term performance.

We do not expose our clients to companies, banks or hedge funds involved in esoteric bank to bank instruments or low cost loans which are over geared, complicated and risky. These products are difficult to unwind and are creating too much debt, which will lead to serious problems for banks worldwide. We invest in the shares of companies involved in sustainable growth industries, which are well run, with strong balance sheets and a history of returning profits and dividends to shareholders. 

We take research analysis which carries our highest conviction and, using proprietary tools and the latest technological innovation, construct portfolios that maximise returns with the appropriate level and distribution of risk.

Every client’s portfolio is actively managed on a daily and ongoing basis.