Also in 2014 a range of multi-asset, OEIC portfolios were added. Known as the Pennine Strategies, these 4 offerings are managed by Mark Harris of City Financial. These aim to offer returns to an investor from a wide variety of assets whilst maintaining thoughtful and often highly specific implementation of the asset class views. These strategies allow the manager to pursue out performance, yet always keep a close eye on capital preservation. Mark has won an array of industry awards. Investors also enjoy his presentations in the North West.
Finally in August 2016 we have launched the ground breaking Positive Pennine Portfolios. Impact investments with the combination of sustainability and performance as their core objective. Research by John Fleetwood of 3D Investing and portfolio management by Ari Towli of Smart Investment Management.
In total 36 portfolios, 4 skilled and experienced portfolio managers. Use of Active and/or passive investment.
All risk controlled, working to a mandate agreed by PWS.