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Investment Portfolios

Our central investment strategy is outlined in the Meltemi Total Return Investment Portfolio (MTRIP), summary below. While we anticipate equities to outperform bonds over a full business cycle, our approach remains flexible. We may significantly adjust equity exposure in response to market dynamics and the evolving phases of the economic cycle.
 
MTRIP is a discretionary investment portfolio designed for balanced risk-tolerant investors seeking medium-term capital appreciation. It aims to deliver consistent absolute returns, typically 3–5% above the one-year deposit rate of the portfolio's reference currency over time.
 
In addition to MTRIP, we offer individually tailored portfolios crafted to align with each client’s unique preferences and risk tolerance. For instance:

Equity allocations may be adjusted higher or lower than our central strategy. Risk-averse clients or those seeking income may have a higher allocation to bonds or other income-generating investments.

At Meltemi, our goal is to ensure that each portfolio reflects the specific objectives and circumstances of our clients, delivering a truly personalized investment experience.

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MTRIP Portfolio

LTRIP Portfolio

Investment Style

Meltemi, our fund managers bring decades of experience in navigating the complexities of global financial markets and managing investments for high-net-worth clients. Our reputation was built on delivering consistent returns while operating within some of the most respected financial institutions in the world.

We dedicate our time to rigorous research, collaborating with both in-house and external specialists to uncover opportunities in the ever-evolving financial landscape. By monitoring global macroeconomic, social, and political trends, we assess their impact on markets and investments. Our equity selection approach adapts to market conditions, utilizing both top-down and bottom-up analysis as needed. Similarly, we interpret shifts in currency values and bond fair value through a nuanced understanding of market flows, interest rate dynamics, and economic cycles.

Our investment philosophy is rooted in identifying and acting on opportunistic ideas. We believe that the market consistently offers valuable opportunities, and our disciplined approach focuses on those with a strong potential to enhance portfolio performance. Every decision is guided by common sense and a commitment to adding tangible value for our clients.

The Meltemi Total Return Investment Portfolio (MTRIP) represents our core strategy and is described in detail under the Investment Portfolios section. This strategy is also available for customization, allowing us to craft bespoke portfolios tailored to each client’s unique preferences and risk tolerance. At Meltemi, we ensure every portfolio receives the same level of individual care and attention.

Meltemi Investment Management Limited
28 Ives Street, London, SW3 2ND
+44 (0)20 3795 8147 +44 (0)20 3795 8146 investments@meltemi.biz

Authorised and regulated by:
Financial Conduct Authority
12 Endeavour Square, London, E20 1JN

This site is issued and operated by:
Meltemi Investment Management Limited
Registered in England: No. 4696452
Registered Office: 28 Ives Street, London SW3 2ND

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