Horizon Portfolios in Practice

Tideway Horizon Portfolios are concentrated in high conviction research-driven ideas and use a unique framework which allocates capital according to time horizon, risk appetite and use of funds.

Horizon portfolios create a cascading cash flow all the way from the long dated investments through to short term bonds and cash. The objective is to meet investor income and capital needs whilst never having to be a forced seller of investments at a loss in the short term.

Remember – whilst volatility can work with positive effect when accumulating an investment portfolio (buying on weakness) it can be ruinous when starting to de-accumulate and make withdrawals (selling on weakness).

Taking out Income and Capital

Withdrawals are made by selling stable Horizon One assets first, meaning that the risk of having to sell an asset at the wrong time and realise losses is dramatically reduced. This improves long term returns.

In addition, income from Horizon Two and Horizon Three portfolios can saved to meet unexpected cash needs or where there is no requirement for cash the income can be re-invested and returns will compound.

Tideway Investment Group comprises the following entities: Tideway Investment Partners LLP; Tideway Wealth Management Limited and Tideway Asset Management Limited. Tideway Asset Management Limited and Tideway Wealth Management Limited are appointed representatives of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214.

Tideway Investment Partners LLP
107 Leadenhall Street
London EC3A 4AF

+44 (0)20 3143 6100

© Tideway Investment Group 2019