David Stephenson

Wise Investment is an active, long-term, valuation-based manager which seeks to provide attractive returns without taking big risks. The firm aims to invest in high quality cash flow-producing assets such as shares, bonds and real estate, when they are undervalued by the market. They decide upon a risk profile most suitable to each investor. Wise Investment constructs portfolios primarily through funds and investment trusts, but also makes direct investments in shares, bonds and other securities where appropriate.