Client Log-in
Contact Us
Home - Investment Philosophy

Our Investment Philosophy and Process

Our investment philosophy is centred on delivering consistent, risk-adjusted returns through active management and disciplined decision-making. We believe that long-term value is created through rigorous research, thoughtful asset allocation and a clear, repeatable process.

Explore our funds
Contact Activus

Our Investment Philosophy

We focus on combining top-down market insights with bottom-up security selection, ensuring portfolios are both diversified and purposefully constructed. Risk management is embedded throughout our approach, with an emphasis on capital preservation alongside growth.

Global Equities as a Foundation

Over the long term, global equity markets have been a key driver of real investment returns and form a cornerstone of our strategies.

Thematic, Forward-Looking Thinking

We identify long-term global themes that influence how economies, industries and societies evolve, using these to guide portfolio direction and the opportunity set over time.

Diversification with Intent

Diversification is a forward-looking discipline, designed to balance opportunity, resilience and risk through different market conditions. We give careful consideration to risk, valuation and alternative sources of return.

Our Investment Process

1. Top-down analysis

Shareholder Activism and Mispriced Assets

AI, Software and Data Proliferation

Industrial and Precious Metals

Cybersecurity, defence and financial innovation

Electrification and Infrastructure Renewal

Alternative energy and net zero

Demographic change and Healthcare spending

Financial Innovation

2. Bottom-up selection

Individual investments are selected through analysis of fundamentals, competitive positioning and valuation across equities, collective investment schemes and fixed income, ensuring each holding aligns with the fund’s objective, risk profile and long-term rationale.

3. Ongoing oversight

Portfolios are monitored continuously against stated objectives and risk parameters. Our governance framework includes:

Risk management is embedded throughout the investment process, not treated as a separate function.

  • Defined investment guidelines and risk parameters
  • Ongoing monitoring of exposure, liquidity and concentration
  • Regular review of portfolio holdings and investment rationale

Speak to the Activus Team

If you would like to discuss our funds, request further information, or speak with a member of the Activus team, please use the details below or complete the enquiry form, and a member of our team will respond promptly.

Contact Activus →
Scroll to Top

Welcome to Activus Funds

Terms & Conditions and Risk Warning

Please read this information carefully before proceeding.

This website is issued for information purposes only and is directed at persons to whom it may lawfully be communicated. It is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.
This website is intended for both retail clients and professional clients (as categorised under the FCA Handbook).

Certain information may be relevant only to particular client categories and/or share classes; where this is the case it will be stated.

Nothing on this website constitutes, or should be construed as, an invitation, offer or solicitation to buy or sell units or shares in any fund. Any application to invest in a fund may only be made on the basis of the relevant fund documentation and, where applicable, via an appropriately authorised intermediary. If any material is stated to be directed only at professional clients (or other non-retail recipients), retail clients should not act on or rely on that material.

The Activus Wealth Funds are UK-domiciled OEICs. Apex Fundrock Limited acts as the Authorised Corporate Director (ACD) of the Funds and is responsible for their overall management and for ensuring the Funds are managed in accordance with applicable regulation. Whitman Asset Management Limited is the sponsor of the funds and has been appointed by the ACD as Investment Manager to manage the investment portfolios of the Funds.

Nothing on this website should be regarded as investment, legal or tax advice. If you are considering investing, you should seek advice from an appropriately authorised financial adviser. If you do not have a financial adviser, information on how to find one may be obtained at www.unbiased.co.uk.

In accordance with antimoney laundering and related regulations, investors may be required to provide additional identification documentation prior to investment. Full details are set out in the relevant Prospectus. If you are unsure about the meaning of any information provided, you should consult your financial adviser or other professional adviser.

By accessing this website, you acknowledge and accept that investing involves risk. The specific risks will vary by Fund and share class; the information below is a summary only.

  • The value of investments and any income from them may fall as well as rise and is not guaranteed. You may not get back the amount originally invested.
  • Past performance is not a reliable indicator of future performance.
  • Funds are valued based on the prices of underlying investments. In exceptional market conditions, dealing may be suspended and/or withdrawals may be delayed in accordance with the Prospectus.
  • OEICs investing in smaller or less liquid companies may experience greater volatility and liquidity risk than funds investing in larger, more established companies.
  • Tax treatment depends on individual circumstances and may change in the future.
  • Investments should be regarded as longterm.
  • A dilution levy may be applied when a Fund is expanding or contracting, which may have an adverse impact on returns depending on the timing of entry and exit. Further details are contained in the Prospectus and Supplementary Information Document.

Any research, analysis or opinions expressed on this website have been prepared by, or on behalf of, Whitman Asset Management Limited, in its capacity as Investment Manager, for information purposes only and may change without notice. Whilst information is believed to be reliable, no assurance is given as to its accuracy or completeness. Market conditions and opinions may change without notice. You should not rely on this material when making an investment decision.

Before making any investment decision, investors should read the relevant Key Investor Information Document (KIID) (or PRIIPs KID, where applicable), together with the Prospectus and any applicable Supplementary Information Document, which set out the Funds’ investment objectives, risks and charges. These documents are available from your authorised intermediary or from Apex Fundrock Limited (the ACD – https://www.fundrock.com/mi-fund-data/activus-wealth-ltd/.).

Enter Activus Funds →