Investing
Clients choose Coleford because we employ a capital preservation mindset and related strategies for managing investments to minimize the risk of loss. We are proudly traditional in our approach, knowing that thorough analysis, prudent execution and patient ownership of well-chosen assets will create the value we seek for our clients over time.
Finding structurally advantaged companies
Competitive Strength
We start by identifying companies with sustainable structural advantages such as strong brand power, efficient scale, exclusive access to critical resources, and barriers that protect market position.
Financial Resilience
We validate these fundamentals with data, ensuring each company demonstrates strong financial stability, a wide economic moat, and a proven commitment to shareholder value.
Team Consensus
Only after passing these rigorous screens and earning unanimous approval from our investment team does a company become a Coleford investment-grade equity.
Why It Matters
Our equity portfolio has historically been less volatile than the overall market. This means faster recovery during downturns, a smoother investment experience, and reduced emotional pressure to sell helping investors stay the course.
Our Fixed Income strategy
Consistent with our capital preservation mindset, the fixed-income securities we own provide safe and predictable cash flow. Bonds that make the grade are rated A or higher and are typically issued by a sovereign government or well-established corporation.
In short, our fixed-income strategy emphasizes return of capital, not return on capital.
