Courtiers Wealth

Gary Reynolds (Chief Investment Officer) sits down with Leo Hallam (Head of Marketing) and Hazel Compton (Content Manager) to discuss the fundamentals of how Value and Growth investing works.

 We also discuss:

• Value Investing vs. Growth Investing, and the core differences between the two strategies.
• Long-Term Benefits of Value Investing, and why Courtiers favours value investing for clients with long-term goals.
• Diversification and Market Opportunities, and how value investing offers broader diversification.

If you want us to put a question to Gary or the team, let us know in the comments, via email or through your Courtiers Adviser 

Issued by Courtiers Asset Management Limited, CAM1125166 Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368  

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

In the last Monthly Update of the year, James Timpson (Head of Asset Management and Fund Manager) explains the main topics affecting the US and UK last month, including UK inflation, and President Trump meeting Xi Jinping. We also look at what the Courtiers Investment Team have had their eye on. 

Issued by Courtiers Asset Management Limited,  CAM1025164 Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368  

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

In this episode, we’re hosting our Quarterly Update with Jake Reynolds, Asset Management Director, and James Timpson, Head of Asset Management and Fund Manager. They discuss how Courtiers investments and funds are being managed, and how in this past quarter, their work resulted in strong returns. 

We also discuss: 

• The correlation between gold, silver and China for investment. 
• Interest-rate sensitive areas, like infrastructure and UK long-bonds. 
• How the FTSE100 was a main driver for Courtiers fund returns. 

If you need more information as one of our clients, get in contact with your Courtiers Adviser, who can answer your questions or queries either themselves or with support from the Investment Team.  

Issued by Courtiers Asset Management Limited, CAM1025148. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368 

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Welcome to today’s episode, where we explore the transition from Goldman Sachs to Federated Hermes. This conversation offers a window into the daily work our teams do to help you maximise the wealth you created, ensuring every decision is aligned with long-term value and client outcomes. 

Joining us for this insightful discussion is: 

• Jacob Reynolds, Asset Management Director, who sets the scene and explains the broader context behind the change. 
• Nigel Breakell, Fund Manager, offering a deep dive into the technical and regulatory factors that influenced the decision. 
• Kapil Divecha, Head of Private Clients, sharing how this shift translates into real-world benefits for clients and their portfolios. 
• Hazel Compton, Content Manager, guiding the conversation and helping distil the key messages for clients. 

In this podcast, we cover: 

• Why Courtiers has moved its holdings to Federated Hermes
• The impact of Brexit and it’s slow effects on Goldman Sachs, a fund with dominion in Ireland 
• What Federated Hermes offers clients. 
• What this means for our clients and how it affects them 

If you need more information as one of our clients, get in contact with your Courtiers Adviser, who can answer your questions or queries either themselves or with support from the Investment Team.   

Issued by Courtiers Asset Management Limited, CAM1025144. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

In today’s episode, we’re joined by Gary Reynolds, Chief Investment Officer at Courtiers. Over the past month, Gary has published two thought-provoking pieces exploring the evolving role of UK government bonds – particularly long-dated gilts – in modern portfolios. We discuss his findings, the relationship between debt, long-dated bonds and interest rates, and how this affects Courtiers funds, with Gary bringing his unique perspective to the intersection of macroeconomics, behavioural finance, and fixed income strategy. 

Articles we talk about in today’s video: 

Should gilt investors fear the UK government’s burgeoning debt?  - Courtiers Wealth Management 

It’s time to look at long-dated bonds - Courtiers Wealth Management 

Issued by Courtiers Asset Management Limited, CAM0925141. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...