Our
Philosophy
Our philosophy and processes are built around delivering long-term, consistent returns for our clients. Alongside traditional values and exceptional service is a rigorous research process. We adopt a collegiate review process, whereby all research is presented and debated internally before any investment decision is made.
We seek out companies that display strong cash flows and balance sheets, pay a growing dividend, and have a management team that takes a long-term view of the company’s future. When we find such businesses we tend to hold their stocks for three to five years. This also helps us to minimise the impact of trading costs on our clients’ portfolios.
Quorum MOB employs 14 portfolio managers, with average industry experience of more than 16 years. They are supported by an experienced team of investment support assistants and associates.
Research Driven
Portfolio Construction
Each investment team member is involved in the research process, our research is examined and debated by our investment teams to reach consensus on those stocks which are suitable for our client portfolios. We also research collective funds and third-party fund managers who share our philosophy, or offer something unique.
Managers are responsible for constructing portfolios that best meet the needs of each client. Portfolio construction varies widely, based on client need. Many portfolios will share the same holdings although not in the same proportion. Portfolios are generally constructed from a selection of direct equities, collective funds & direct government bonds.
Our Performance
and industry recognition
Our long term track record has been recognised by a number of industry bodies. Receiving awards and nominations is not the only measure of our success but it does illustrate the regards which the wider investment community has for our investment offering.
Industry
Recognition
PORTFOLIO ADVISER AWARDS
2016 Winner: Aggressive Portfolio Gold Award
PAM AWARDS
2015 Finalist: Investment Performance, Defensive Portfolio
2014 Winner: Investment Performance, Defensive Portfolio
2014 Finalist: Investment Performance, Growth Portfolio
2014 Finalist: Investment Performance, High Growth Portfolio
LIPPER AWARDS
2014 Winner: Equity UK Diversified Best Fund over 3 and 5 years
2013 Winner: Equity UK Diversified Best Fund over 3 years
CITYWIRE AWARDS
2015 Finalist: Best Overall Small Firm
2014 Finalist: Best Aggressive Portfolio
Past performance should not be taken as a guide to future performance
News and
Insights
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Mid-Year Investment Outlook 2019 | The World In Union?
09 Jul 2019Read more » In this issue of Outlook we examine the trade war between the USA and China, discuss the future role of the dollar, look at how an ageing population will change the way we work, and ask if it's still makes sense to own bonds.
Become a Client
Great relationships begin with an introduction.
We would be delighted to welcome you to Quorum MOB.