GWA has been managing live portfolios for 14 years. We were the first fund manager to create investment portfolios by re-weighting our clients’ performance benchmarks with measures of company wealth – Book Value, Cash Flow and Net Profit. Our goal is to align strategies with corporate wealth creation rather than short-term speculation.

Our unique approach is tailored toward large, institutional long term investors. Mandates are available for the world’s major markets and regions and are implemented in partnership with the leading financial services firms
State Street, Legal & General, Mitsubishi, Sumitomo and Mizuho.

Excessive speculation causes market volatility and shortens investor horizons. GWA provides long-term strategy indices as alternatives to market capitalisation indices in order to diversify core portfolios.  

Our products are developed through continuous research that seeks to combine traditional economics and modern finance. The aim is to discover financial metrics which can be used to implement our long term investment principles in a manner consistent with theories of capital formation.