Monogram Capital Management | Our Company. Our Story, Our Values, Philosophy & Team.

Capital Investment,in Black and White.

We simplify the complexity of fund management and capital investment for Professional Investors, so you can concentrate more on preserving and growing your clients’ wealth. Our experience, calm approach and dedication to not following investment fads mean we focus on stable, long-term investments for your client – that often outperform the market. Let’s move towards a better financial future for you and your client.

Our Story & Values

Founded in 2014 and jointly headquartered in The Cotswolds and London, Monogram merged with RJMG Asset Management Ltd in 2020 and is composed of an experienced team with many years of commercial and investment practice at leading financial institutions. We hope to move wisely and always hold true.

Innovating

We’re laser-focused on being effective for our clients, through our experience, intelligence, constant research and innovative investment methodology.

Plain-speaking

We speak plainly, and honestly and are committed to absolute transparency in everything we do in order to provide confidence in our investment solutions.

Determined

We move quickly while others flounder, quietly confident, steady, never hovering in the middle. Not following the herd. Determined and resolute. Ready to move wisely and to hold true for our clients.

Tactical

Our clients respect us for our knowledge, opinion and stability. We provide elegant investment solutions and use our investment strategies to be in the top quartile of Targeted Absolute Return Fund in the UK.

Our investmentphilosophy & objectives

We take an innovative, empirical, evidence-based approach to investing and believe there are fundamental, identifiable, persistent, and exploitable sources of return; we believe that it is risk which impairs capital (peak-to-trough drawdown) and not volatility in its various forms.

Rigorous, robustresearch

Our actions are supported by rigorous and robust research. By analysing past data we have developed an innovative approach to investment that can identify and avoid episodes of severe market drawdown and provide sustainably superior returns.

Maximise-potentialwith minimal-volatility

We take an intuitive, human, innovative, empirical and evidence-based approach to investing and believe there are fundamental, identifiable, persistent, and exploitable sources of return; we believe that it is risk which impairs capital (peak-to-trough drawdown) and not volatility in its various forms.

The MonogramInvestment Team

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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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