Bedrock Group: Best Investment Portfolio Manager UK 2023

Since its launch in 2004, the UK’s Bedrock Group has prioritised growing client assets over beating benchmarks. The fact that the firm consistently achieves both is a testament to the expertise of its partners and the rigorous due diligence of its investment approach. The group believes the temperature of current economic markets skews towards the downside and has taken measures to protect portfolios accordingly. Bedrock Group proactively shifted portfolio allocations to a more conservative stance in response to rising interest rates. It has pared back on credit and equity risks, while increasing allocations in gold and fixed-income assets. It has reduced risks wherever possible to position clients on the safer side and increased exposure to green bonds. Bedrock Group anticipates significant growth potential for these longer-term bonds, particularly if the much-feared and often-predicted recession fully materialises in the US or EU. It also expects to capitalise on opportunities over the next few months, as buy outs reach maturity and renewal — and as many firms will lack the liquidity to seize those opportunities. Bedrock Group levers expertise across asset classes and disciplines to tailor investment strategies to client objectives. The firm presents clients with co-investment opportunities and means of generating income from lending. It can help clients achieve long-term returns on real estate investments and pinpoint rising tech stars before they go public. The CFI.co judging panel presents Bedrock Group — a fourth-time programme winner — with the 2023 Best Investment Portfolio Manager (UK).