Philosophy and process

Philosophy

Ardea is a longer term, fundamentally driven, value investor with a focus on liquidity and diversification. We are client focused, and have the flexibility to tailor investments to suit individual requirements.

Process 

We customise our investment approach by switching on or off, or scaling, our broad investment
strategies - credit, interest rates and arbitrage.

Within each of these strategies we can further diversify a portfolio by implementing multiple trade ideas. Trade ideas are also tailored to meet specific investment needs.

• Efficient benchmark replication: By replicating a benchmark, we form a base from which we can build our performance enhancing strategies. We believe that benchmark replication adds value over the medium to long term, without significantly increasing risk.
• Alpha generating strategies: Our investment returns are centred on three distinct investment strategies - credit, interest rates and arbitrage. Each of these are managed independently within our overall risk framework.
• Portfolio construction: Strategies and trade ideas are passed through risk and compliance checks before being included in any portfolio. A risk-based optimisation process ensures that portfolios remain in line with strategic views, and consistent with client mandates and investment needs.