Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

Brexit vote: The UK runs out of superlatives

Despite all the impassioned headlines this morning, we have learned almost nothing as aresult of last night’s defeat.

The business of beauty

Millennials’ quest to achieve the perfect complexion is driving a boom in the skincare and beauty industry and abundant opportunity for investment. We investigate the rise and rise of skincare start-ups and ask where to find the next big winners.

Dolfin opens for US trading hours

Dolfin announced today that we have extended the hours of operation of our London-based independent trading desk to include US trading hours, allowing clients to execute trades in US-listed securities for the full duration of the session.

Research. Monthly investment updates

August 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for August. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 7 August 2018

July 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for July. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 9 July 2018

June 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for June. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 7 June 2018

May 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for May. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 9 May 2018

April 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for April. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

Dolfin
/ 6 April 2018

March 2018 investment update

Vassilis Papaioannou, CIO, introduces our investment update for March. The document contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 6 March 2018

February 2018 investment update

Our investment update for February is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 9 February 2018

January 2018 investment update

Our investment update for January is now available. It contains an overview of our views on the various asset classes, macroeconomic analysis for the US, UK and the euro area, as well as a range of high conviction investment ideas in equities and fixed income.

/ 12 January 2018

December 2017 investment update

Our investment outlook for December is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

/ 5 December 2017

November 2017 investment update

Our investment outlook for November is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

/ 3 November 2017

September 2017 investment update

Our investment outlook for September is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

/ 4 September 2017

August 2017 investment update

Our investment outlook for August is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

/ 8 August 2017

July 2017 investment update

Our investment outlook for July is now available. It contains an overview of our views on various asset classes, macroeconomic analysis for the US, UK and the Eurozone, as well as a range of high conviction investment ideas in equities and fixed income.

/ 10 July 2017