Investment Management Overview

Cautious Strategies: Aim to increase value by predominantly allocating capital to fixed income investments. The cautious strategies can also invest into global blue chip equities with strong cash flows and progressive dividend policies. A neutral position would be a 75/25 bond/equity split and the maximum equity weighting is approximately 35%. The cash generated can be re-invested to provide capital growth or taken as an income stream. 

Balanced Stategies:   Aim to provide capital appreciation through a balance of fixed income and global equities. A neutral position would be a 50/50 bond/equity split and the maximum equity weighting is approximately 65%. The cash generated can be re-invested to provide capital growth or taken as an income stream.

Bespoke Portfolios:   Generally our clients' investment objectives and risk profile can be satisfied by one of the strategies described above. However, we recognise that everyone's circumstances are different and we have therefore deliberately created a process that is capable of meeting individual requirements.

Growth Stategies:   Aim to provide long-term capital appreciation by investing predominantly into global equities. A neutral position would have a 35/65 bond/equity split and the maximum equity weighting is approximately 85%.

Direct Equity Strategies:   Invest into approximately 25 global blue chips that are in line with our long-term investment themes. The aim is to invest into such companies at an attractive valuation and hold them for the long-term. The cash generated can be re-invested to provide capital growth or taken as an income stream.

Ravenscroft Investment Management offers Investment Funds and Portfolio Management services. Our aim is to understand the individual investment needs of each client and ensure that these needs are met. We pride ourselves on our transparent and jargon-free investment process.

Our Process

  • We invest into global themes that will benefit from long-term changes in demography, globalization and technological developments.
  • We cannot control political or economic outcomes but we can control the quality of the assets that we own and the price at which we buy them.
  • We do not invest into complex hedge fund strategies with long lock-in periods - all investments are liquid and transparent.

Our Team

At the core of our business is a stable team that has been investing together for over a decade. The team's interests are aligned with investors and shareholders through holdings in our parent company's stock and also through our investment funds.

Investment Funds

Our fund range has been designed to cater for a broad spectrum of investment requirements and risk appetites. Huntress Global Balanced, Global Income and Global Growth are daily dealing fund-of-funds, and Huntress Global Blue Chip is a focused portfolio of direct stocks; also with daily liquidity. All of our funds are aligned with our long-term investment themes. Further information on each fund can be found by clicking on the links below:


Portfolio Management

We offer advisory and discretionary portfolio management, providing clients with a portfolio that is diversified across a range of asset classes in line with our global themes. Portfolios can be tailored towards income, growth, or a balance of the two, depending on the needs and risk profile of each individual client.


Specialist CI Funds

Our two specialist closed-end funds, the Channel Islands Property Fund Limited and Bailiwick Investments Limited, offer investors a unique opportunity to invest directly in the economies of the Channel Islands.

Both Funds have a team of highly regarded and experienced Investment Advisors that works with the Manager to identify, negotiate and conclude investments with the aim of achieving shareholder value through a combination of capital growth and an attractive, but sustainable, dividend policy.



Ravenscroft is a trading name of Ravenscroft Limited ("RL") (company number 42906) and Ravenscroft Investment Management Limited ("RIML") (company number 49397) both of which have their registered office addresses at P.O. Box 222, The Market Buildings, Fountain Street, St. Peter Port, Guernsey, GY1 4JG.

Ravenscroft Investment Management is a trading name of RIML.  RL and RIML are licensed and regulated by the Guernsey Financial Services Commission and RL is a member of both the London Stock Exchange and the Channel Islands Securities Exchange.

Ravenscroft is the registered business name of Ravenscroft Jersey Limited ("RJL") (company number 99050) whose registered office address is at P.O. Box 419, 13 Broad Street, St. Helier, Jersey JE4 5QH.  RJL is regulated by the Jersey Financial Services Commission in the conduct of Investment Business and Fund Services Business.

About the Ravenscroft Group of Companies

Ravenscroft Investment Management Limited and Ravenscroft Jersey Limited are wholly owned subsidiaries of Ravenscroft Limited.

This material is for your information only and is not intended to be used by anyone other than you.  This is not an offer or solicitation with respect to the purchase or sale of any security.  This material is intended only to facilitate your discussions with Ravenscroft as to the opportunities available to our clients.  The given material is subject to change and, although based upon information which we consider reliable, it is not guaranteed as to accuracy or completeness and it should not be relied upon as such.  The material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations, and makes no implied or express recommendations concerning the manner in which any client's account should or would be handled, as appropriate investment strategies depend upon clients' investment objectives. This material does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorised or to any person to whom it would be unlawful to make such offer or solicitation.  It is the responsibility of any person or persons in possession of this material to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdiction.  Prospective investors should inform themselves and take appropriate advice as to any applicable legal requirements and any applicable taxation and exchange control regulations in the countries of their citizenship, residence or domicile which might be relevant to the subscription, purchase, holding, exchange, redemption or disposal of any investments.  Ravenscroft does not provide tax advice to its clients and all investors are strongly advised to consult with their tax advisors regarding any potential investment.  Opinions expressed are our current opinions as of the date of this e-mail only.  Any historical price(s) or value(s) are also only as of the date indicated.  While we endeavour to update on a reasonable basis the information discussed in this material, there may be regulatory, compliance, or other reasons that prevent us from doing so.  Certain transactions, including those involving futures, options and high yield securities and investments in emerging markets may give rise to substantial risk and may not be suitable for all investors.  Foreign currency denominated investments are subject to fluctuations in exchange rates that could have an adverse effect on the value or price of, or income derived from, the investment; such investments are also subject to fluctuations in exchange rates that could have an adverse effect on the value or price or, or income derived from, the investments; such investments are also subject to the possible imposition of exchange control regulations or other laws or restrictions applicable to such investments.  Investments referred to in this material are not necessarily available in all jurisdictions, may be illiquid and may not be suitable for all investors.  Investors should consider whether an investment is suitable for their particular circumstances and seek advice from Ravenscroft.  The price and value of investments referred to in this material and the income from them may go down as well as up and investors may realise losses on any investments.  Past performance is not a guide to future performance.  Future returns are not guaranteed and a loss of principal may occur.

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