Fundhouse was founded in 2007 and is an independent, owner-managed firm providing specialised investment advice to our customers. We are an award-winning research firm, with expertise in fund manager research, asset allocation, portfolio construction and discretionary model portfolios. We separate out investment clarity from all the noise, by offering evidence-led, deeply researched investment opinions. Our mission is to be a force for good in financial services.

Model Portfolio Service

The Asset Allocator’s Dilemma: November 2021

Tuesday, 16 Nov 2021
The market has become counterintuitive: in a strongly rising market across almost all asset classes, we find expensive has beaten cheap, large (mega cap) has beaten small, developed has beaten emerging and defensive has beaten cyclical. This suggests a unique approach to asset allocation may be called for.
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We also take our role in the wider industry very seriously. We're passionate about encouraging carbon neutrality (and eventually carbon reduction), sustainable investment, improved corporate governance, improving broader environmental and social issues and the responsible allocation of capital. See our range of ESG services here.
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