Vintage Asset Management (VAM) is an independent and boutique discretionary fund management company which was established in 2008. It is authorised and regulated by the Financial Conduct Authority (FCA) with number 489408. Our clients and Independent Financial Advisers are at the heart of everything we do and we have continued to invest into our propositions to help to achieve their aims. We manage portfolios for individuals, families, companies and trusts. We aim to provide steady investment performance driven by sound asset allocation and the careful selection of appropriate assets together with seamless administration and regular communication.
Our starting point is to focus on capital preservation and then the potential for growth and income in an investment proposition to meet a client’s needs and objectives. We aim to achieve target returns over a rolling three-year period rather than matching a particular index.
We use experience, hard work and common sense in the analysis of economies, markets, sectors, stocks and shares. We apply our expertise both to collective investments and to individual or direct holdings in shares and bonds with a focus on quality and strength. We invest over the long-term while being flexible in the shorter-term.
Our investment strategy is set by a quarterly investment committee and will be monitored in a monthly meeting. We place considerable emphasis on asset allocation across various classes which for us includes cash and alternative investments as well as the traditional equities and fixed interest/bonds. Within the overall asset allocation we focus on the selection of the right funds or direct investments. We apply careful risk controls to portfolio positions with typically a limit of 5% for the largest holding in a diversified portfolio.