Heartwood shuffles model portfolio management line-up
Heartwood Investment Management has shuffled the management line-up for its global multi-asset portfolios.
Heartwood Investment Management
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Heartwood adding to European overweight despite Greece troubles
Heartwood Investment Management has added to its European equities overweight during the past week despite all the fallout from Greece’s potential eurozone exit.
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Collective conviction and avoiding contamination
Heartwood Investment Management believes in keeping things simple, maintaining that similar treatment of all clients with the same risk profile gets rid of a lot of frictional activity and allows its investment team to focus.
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Equity markets as easy to pick as Oscar winners
Despite the subjectivity nature of picking Oscar winners, this year’s bunch were a fairly predictable lot – no surprises, nothing left field and all pretty drab.
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Secondhalf growth rebound should support EU
According to Heartwoods Jaisal Pastakia, seasonal factors influenced the second quarter data, so a pull-back in activity should have been expected
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Heartwood steps beyond 2bn mark in AUM
In the past six months, Heartwood Investment Management has passed the £2bn mark in assets under management and administration.
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Whats to become of the small and midcaps
Alan Sippetts, investment director at Heartwood Investment Management explains why it still has meaningful exposure to small and mid-cap firms.
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Heartwood hires former OMGIs Matt Hollier
OMGIs director of product management moves to investment boutique Heartwood.