Tellsons Investors LLP announces new strategies for the Advisory market as extensions of its top decile multi-asset Endeavour Fund
Targeted Absolute Return, Flexible Allocation and Income Distribution strategies to be offered
London, 25 October 2022: Tellsons Investors LLP plans new launch extensions of the top decile multi-asset Endeavour Fund as it reviews the strategy’s performance in the lead up to its ninth anniversary. Co-founders and Managing Partners Joe Bunting and Christoph Weidebach believe that the success of its highly concentrated investment themes as standalone strategies, in their own right, can give Advisors multiple entry points to a risk-rated range.
The Managing Partners believe that creating the range would enable each of the strategies to more naturally perform to risk-targeted mandates. The Endeavour Fund on its own has had to simultaneously reach up the risk profile for returns whilst at the same time provide capital preservation to mitigate drawdowns.
“From Targeted Absolute Return through to Flexible Allocation and Income Distribution, the range will give existing advisory clients the multiple entry points to the strategy they can utilise across the full breadth of their client investment profiles,” say Bunting and Weidebach.
The AA-rated Citywire co-managers of the strategy have successfully navigated the volatile markets of the last five years as a top decile fund in the IA 20-60 sector with compelling drawdown management too, generating competitive Sharpe ratios and outperforming comparable passive strategies. In time, the partners noted, the scale of assets across the range will open full access to the advisory market and the ratings required for broadest market adoption as Advisors increasingly look to allocate to the relatively scarce direct-invested multi-asset solutions like Endeavour.
Tellsons Investors LLP has almost tripled in size since inception but struggled to capitalise on growth momentum having lost their business development partner Michael Lindemann who passed away in 2018. Growth ambitions took a further setback on the outbreak of Covid as the lockdowns thwarted renewed marketing efforts.
Ludo Mori is promoted Managing Partner and will take on Investment Operations across the range of mandates having been with the firm since its founding. Cranley Macfarlane who joined from JM Finn at the onset of Covid is leaving the firm.
IMPORTANT INFORMATION: TELLSONS INVESTORS LLP DO NOT GIVE INVESTMENT ADVICE SO YOU NEED TO DECIDE IF AN INVESTMENT IS SUITABLE FOR YOU. IF YOU ARE UNSURE WHETHER TO INVEST YOU SHOULD CONTACT A FINANCIAL ADVISER. ANY RESEARCH OR ARTICLE PRESENTED AS NEWS OR INFORMATION SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE. YOU SHOULD NOTE THAT CAPITAL IS AT RISK WITH ANY INVESTMENT AND YOU MAY GET BACK LESS THAN YOU INVESTED. PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE.