Human expertise plus the power of AI
Our approach
Our investment philosophy is grounded in common sense and the disciplined allocation of capital to assets we believe offer superior returns while avoiding uncompensated risk.
We combine traditional investment practices with cutting-edge AI to analyse vast datasets in real time and maintain rigorous oversight of portfolio risk.
Human judgement remains central to portfolio construction, but the support of AI enables timely, objective decision-making and helps remove emotional bias.
How we invest
Machine learning
Our AI system learns what is driving stock prices and adapts to changing conditions. It analyses thousands of stocks and over 60 data points daily, considering consensus estimates, target prices, recommendations, financial statements and daily performance relative to country and sector.
Disciplined process
Human analysis determines which stocks we buy, but they must have been recommended by the system. And we never overrule its sell recommendations. When removing holdings, a manager is only creating opportunity costs, so our process has removed human involvement in selling stocks.
Not a black box
Whilst the system enhances idea generation and generates powerful buy and sell signals, it is the fundamental analysis, market judgment and portfolio construction of the investment team that truly drives performance. We substantially outperform what the system would achieve on its own.
We use AI and machine learning not as a black box that tells us what to buy or sell, but as a way to uncover signals and patterns that humans alone can’t easily see — ultimately to support better, more consistent decisions.
Patrick Armstrong
Group Chief Investment Officer
Funds
Prosper Global Macro
GBP 91.3m
Diversified multi-asset fund, able to go long and short in equities whilst diversifying across bonds, cash, real estate, currencies and commodities. The dual aim is to preserve capital over the short term whilst outperforming inflation over the course of a market cycle.
Plurimi World Long Short Equity
GBP 97.5m
Always fully invested in global equities, typically holding 30 long and 30 short positions in seeking an attractive risk-adjusted return. Minimum and maximum positions of 2% and 5% ensure each holding has a meaningful weight within the diversified portfolio.
Plurimi World Equity
GBP 124.2m
Focused portfolio of around 30 stocks selected using fundamental analysis with AI inputs. Always fully invested in global equities, with a maximum position size of 5% in seeking to reduce exposure to volatility or corrections in highly concentrated stocks.