35. Investors reaching ‘peak’ uncertainty

Co-founder of Church House, and co-manager of Church House Tenax Absolute Return Strategies fund, James Mahon, looks back over the past twenty years and discusses the bursting if the tech bubble and the more recent Euro crisis. James also talks to us about the opportunities that could present themselves following the General Election in December, tells us why he thinks we may have reached ‘peak’ uncertainty, and elaborates on his investments in efficient energy.
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Launched in 2007, this fund seeks to provide positive returns over rolling 12-month periods and cash +4% returns over rolling 3-year periods. To do this, it invests directly in fixed income, equities, property, alternatives and cash, with the managers looking for low correlation of returns between assets where possible, and low volatility in the fund’s overall exposure. The mix of assets depends on the managers interpretation of macroeconomic data, corporate activity, political risk and the interest rate/inflation outlook.

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