Global Real Return
A global equity strategy designed to deliver real returns through changing market cycles, with lower downside risk and low correlation to traditional equity portfolios.
Strategy resources
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ABOUT THE STRATEGY
A flexible approach to real returns
The Goodhart Global Real Return strategy has been designed for a changing investment environment — one defined by shorter market cycles, greater market dispersion and more frequent regime shifts.
We believe successfully compounding capital in this environment requires agility, flexibility and active risk management. The strategy combines high-conviction global stock selection with dynamic portfolio construction, seeking to generate attractive real returns through a full market cycle whilst maintaining portfolio resilience.
Diversification
Low commonality with traditional portfolios
Protection
Willingness to materially reduce market exposure
Growth
Concentrated exposure to structural winners
The Global Opportunities Trust
Access our investment expertise through a listed vehicle.
The Global Opportunities Trust plc (GOT) is a London-listed investment trust managed by the Goodhart Real Return team.
GOT provides investors with a diversified portfolio of our best ideas across global equity markets.
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We always welcome the opportunity to discuss how we can help you achieve your objectives.
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