Quantitative Analysis

bridport’s investment process attempts to always provide clients with a positive return, irrespective of underlying market conditions, rather than tracking a benchmark and accepting that an investor’s money will succeed or fail with it.


Process of Optimisation

For every individual investment asset, we are able to measure the level of return over a period, and the level of risk taken to achieve that return. These two measurements change continually, so there will be times when an asset offers a higher than average level of return for a lower than average level of risk, and conversely, times when it will offer a lower than average (or even negative) level of return for a higher than average level of risk. Finding the former, and avoiding the latter, is the simple key to successful investment management.

bridport analyse risk and return data for every major asset class on a monthly basis. Each asset is then ranked according to its risk / return ratio, and those given the highest return for a single percentage of risk are given the highest weighting within that month’s asset allocation. Assets showing a loss for the period assessed are excluded from the asset allocation each month. This is the process of Optimisation.


A range of risk levels

Our range of funds offer investors differing levels of risk. The risk of each fund is determined by the constantly changing levels of cash and investments held. (The actual risk taken is determined by a measurement of volatility called Standard Deviation – S.D.).



Risk Level 1
Target 1% S.D.

Risk Level 2
Target 3% S.D.

Risk Level 3
Target 5% S.D.

Risk Level 4
Target 7% S.D.

Risk Level 5
Target 9% S.D.

No S.D. Target

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asset management

Quantitative Analysis

Quantitative approach looking for
an absolute return.