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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The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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