Studying the art of Momentum
in markets since 1985

Charles Gillams and the Monogram Capital Management team help Professional Investors and their clients diversify their portfolios, reduce volatility and stay nimble with their investments.

Meet Charles Gillams

Our model

The Momentum Model from Monogram

MonograM Momentum Model

Investment Management Model

A multi-asset algorithm based model with a focus on stability, lower volatility and long-term results. No fad stocks or crypto here. Steered by our Chief Investment Officer Charles Gillams, it has made a 26% return from April 2020 to December 2022 from the sterling (unhedged) model and 20% in the same period for the USD (hedged) model.

Explore this model

Important risk warning: Past performance is not indicative of future results. Returns gross of fees. We deal exclusively with Professional Investors.

The Momentum Model from Monogram

MonograM Momentum Model

Investment Management Model

A multi-asset algorithm based model with a focus on stability, lower volatility and long-term results. No fad stocks or crypto here. Steered by our Chief Investment Officer Charles Gillams, it has made a 26% return from April 2020 to December 2022 from the sterling (unhedged) model and 20% in the same period for the USD (hedged) model.

Explore this model

Important risk warning: Past performance is not indicative of future results. Returns gross of fees. We deal exclusively with Professional Investors.

The VT Global Total Return Fund (GTRF)

VT Global Total Return Fund (UCITS)

Sole Investment Adviser

A highly rated multi-strategy fund, making it a top performer in the category in the UK. A solid fund for stable investors, with volatility less than two-thirds of the S&P500. Charles Gillams co-manages with Mark Lynam at ICF management ltd. Ready to hold true?

Explore this fund

Important risk warning: Past performance is not indicative of future results. Returns gross of fees. We deal exclusively with Professional Investors.

Co-managed with

Partnering with Professional
Investors & Wealth Managers

We exclusively work with Professional Investors, Private Wealth Managers, Family Office Advisers and Pensions & Charities. We also work with the advisers of High Net Worth Individuals on their instruction. We do not work with retail clients.

Who we partner with
Monogram Tacticians

Experienced & Diligent.
Plain talking Tacticians.

At the heart of Monogram is a solid commitment to zero babble, 100% integrity and an alignment of interests with those of our clients. With a proven-track record, we work to help you support your clients’ financial goals, elegantly and consistently over the long-term.

Our Story & Values

Our investment
philosophy.

We move quickly when we need to, quietly, confidently and steadily. We do not follow the herd. We deliberately run both an active and passive strategy. Each acts as a benchmark against the other. Both are in the Targeted Absolute Return segment with lower volatility designed in. Our MomentuM Model using proprietary monitoring of major market movements makes recommendations - which are discussed by our investment committee - with a detailed understanding of the momentum method.

Our Investment Philosophy
Monogram capital Management Investment Philosophy

Targeted Absolute Return Fund | Capital Investment Management for Professional Investors

Monogram Capital Management Ltd is a fund management and research firm founded in 2009 and headquartered in London. The firm operates in the targeted absolute return space. It does not deal with retail clients directly – if you wish to invest as a retail client, please do so on the advice of your own independent financial advisers. Its client base includes elective professionals, independent financial advisers, and family offices.

MCM acts as investment manager to the MonograM Momentum Model, and as the investment adviser to the VT Global Total Return Fund UCITS.


The MonograM MomentuM model is run by Charles Gillams.


 

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Insights & commentaryfrom Charles Gillams

TEARS OF A CLOWN

An eventful week, the triumph of Trump and the debasement of Starmer, both heralding fiscal expansion based on higher borrowing; the market likes one, not so…

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Black Headed Bunting

Flags should be flying, the COVID cycle is over (says Lagarde) rates are falling, currency wars are afoot. Ignore the noise, watch the graphs. But somehow…

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WOLF IN SHEEPS CLOTHING – FRIEND OR FOE?

MORE ALL-TIME HIGHS   We have two types of bull market running, possibly both are fakes. But one is a belief in faster rate cuts to avoid a recession, the…

Read More

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A different spin on the movements and meanderings of the market from CIO Charles Gillams.

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Important Notice

Monogram Capital Management Limited does not make investment recommendations, and no communication through this website or otherwise should be construed as a recommendation of any security. This information is intended only for Professional Investors as defined under the rules of the Financial Conduct Authority and is not directed at Retail Clients. If you are not sure which you are, please take advice from your Wealth Manager or Independent Financial Adviser.

The contents of this page are intended as an information service. They are not recommendations and should not be used as a basis for investment. Information gathered directly or indirectly from this page is based on sources that Monogram Capital Management Limited and its personnel deem reliable but Monogram Capital Management Limited can under no circumstances be answerable for the totality or correctness of the information.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and you may not get back the full amount originally invested. Your capital may be at risk.

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