About US
Driven by
Dependibility
Our investment approach emphasises long-only asset allocation as a powerful tool to preserve capital and deliver superior investment performance over the long term.
We are a boutique investment house with a mission to protect our clients’ capital by focusing on absolute return and inflation-linked sovereign bonds.
Our unrivalled long-term track record is testament to the academic rigour that lies behind our investment approach.
We call this unorthodox conservatism; the application of intelligence and careful thought to generate positive returns through a multitude of economic cycles.
There are times when investors should seek to achieve strong investment gains and times when they should seek to avoid loss.
A clear understanding of the risks in the investment environment combined with the portfolio construction abilities to mitigate those risks, is the most important driver of long term investment returns.
building the portfolio
Our strength
belies our size
We consider ourselves to be in an extended partnership, incorporating our team and our clients. CGAM is majority owned by an Employee Ownership Trust, the John Lewis model of co-ownership by employees. Our principals have materially all their investible wealth in the funds we manage to align ourselves with our clients.
Our approach
Partnership is
in our DNA
While the financial markets continue to be volatile, dynamic spaces, we remain focused on building solid, sustainable and mutually beneficial client relationships.
CGAM is a focused boutique, we believe you cannot do the same things as others and expect to outperform. Thoughtful investing requires an awareness of risk, an acceptance of uncertainty and a long term attitude of patient optimism. We welcome clients who share our outlook and are happy to invest alongside us.
Our funds have strong appeal to clients with a long-term horizon, an aversion to capital loss and a total return mindset. Our funds are managed without reference to indices or benchmarks – this allows us to focus on areas that we believe offer value, rather than being forced into pro-cyclical investment decisions by a requirement to shadow a benchmark.
Our people & Leadership
Meet the team
committed to your future
Timeline
Our History
CG Asset Management was founded by Peter & David Brazier in 2001. Under their leadership, the Company has delivered some of the strongest and most consistent performance among investment trusts. Alastair Laing joined as co-manager in 2011, followed by Chris Clothier in 2015, and together they continue to manage the Company with the same long-term, disciplined approach.
1973
Launch of Capital Gearing Trust plc (CGT)
1982
Peter Spiller took over mgmt. of CGT
2001
CGAM founded by Peter & David Brazier, both ex Cazenove
2001
Open-ended mirror fund, Capital Gearing Portfolio Fund (CGP)
2004
Launch of Real Return Fund
2009
Launch of Dollar Fund
2011
Alastair joins CGAM
2015
Chris Clothier joined CGAM
2016
Launch of CG Absolute Return Fund (CGAR)
2019
Employee Ownership Trust (EOT) was established to hold the majority of shares.
2020
Hassan joins CGAM
2022
Emma joins CGAM
2023
Launch of UK Index-Linked Fund in November
Invest with confidence today
Our goal is simple: to protect and steadily grow your wealth over time, helping you stay ahead of inflation.