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Our Active Investment Process


Investment Process graph

At Oxonian Capital, we believe in an active investment management approach.


This allows us to respond dynamically, to take advantage of market movements. Oxonian Capital is unhindered by the lack of liquidity some of our larger peers’ face. In seeking to deliver your objectives we focus on the strategic (longer term) and tactical (shorter term) asset allocation. We combine this with stock and fund selection derived through in-depth analysis, gained from our experience accumulated over several decades, as well as access to numerous sources of external research. This allows us to make real time decisions, which by virtue of our size can be rapidly implemented.
We recognise that capital preservation in challenging market conditions is of great importance to our clients and risk management is always in our line of sight. As such our process sits within a clear risk management framework to ensure that your risk reward appetite is adhered to whilst allowing us to meet your long-term objectives.

We invest globally, believing that many of the best investment opportunities exist in overseas developed and developing markets.

Where possible we seek to invest in direct equities and bonds but recognise that a strategic overview may lead us to buy collective funds, such as unit trusts, investment trusts or ETFs. No one investment house can be a specialist in all asset classes, and we have access to the very best fund managers from around the world. We also accept that it sometimes makes sense to blend both active and passive investment funds. We are firmly of the view that short-termism detracts from a long-term strategy and puts our clients’ funds at greater risk than is necessary. As we say, we recognise that having your wealth work successfully for you is vital.

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If you're interested in using a discretionary investment manager or are contemplating switching from your existing manager, we'd be delighted to hear from you. We're passionate about what we do and unincumbered by any large corporate mindset, free to act independently in your best interest.