Studying the art of Momentum 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. Our fund, 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. Important risk warning: Past performance is not indicative of future results. Returns gross of fees. We deal exclusively with Professional Investors. 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? Important risk warning: Past performance is not indicative of future results. Returns gross of fees. We deal exclusively with Professional Investors. Partnering with Professional 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. Experienced & Diligent. 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 investment 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.
in markets since 1985
Our model
MonograM Momentum Model
VT Global Total Return Fund (UCITS)
Investors & Wealth Managers
Plain talking Tacticians.
philosophy.
