Investment Management
The families we serve carry their primary risk in their operating businesses. Their capital deserves different treatment - a source of stability, not another source of risk.
How we invest
We help families protect what matters across borders and generations.
We focus on protecting and growing wealth for the families we serve. To achieve this, we pursue an unconstrained investment mandate — not tied to any fixed asset class, geography, or instrument, applying Shariah-consistent screening when required by client mandate or investor profile.
Our goal is to achieve real, inflation-adjusted growth - benchmarked againstthe ARC PCI Balanced Index and a traditional 60/40 portfolio - with equal emphasis on protecting capital and growing it, and a disciplined focuson limiting downside exposure.
Our goal is to achieve real, inflation-adjusted growth - benchmarked againstthe ARC PCI Balanced Index and a traditional 60/40 portfolio - with equal emphasis on protecting capital and growing it, and a disciplined focuson limiting downside exposure.
IMPORTANT DISCLAIMER: The investment strategies and benchmarks described above are illustrative and reflect our allocation approach. Capital protection in structured products is typically conditional and subject to counterparty credit risk. Portfolio composition will vary by client mandate and fee structure. For full regulatory disclosures, see our Disclaimer page.
We are not trying to beat the market at all costs. We want to make sure that when markets fall — and they always do — our clients do not fall as far. And when they rise, our clients participate meaningfully
— Mike Hollings, CIO
Allocation Principles
01
Asymmetric
exposure
Giving up a portion of upside in good markets in exchange for meaningful protection when conditions turn. Deep losses take years to recover from.
02
Genuine diversification
Strategies whose returns are truly independent of market direction, because real diversification is rarest precisely when markets are most stressed.
03
Risk
discipline
Exposure monitored at position and portfolio level. Every decision reviewed by the Investment Committee before it is acted on.
04
Values-
consistent
Shariah-consistent screening available when required by client mandate or investor profile, and sectors incompatible with the principles of the families we serve are excluded as standard.
Talk to our team
Introductions are by referral or direct conversation. A senior partner will respond personally.
Contacts
info@lambourncapital.comVisit us at our office: 2nd Floor, Berkeley Square House, Berkeley Square, London W1J 6BD, United Kingdom.
+44 (0)20 8050 9551
