Ruffer are a global, unconstrained, macro driven, absolute return, cross-asset investment manager. The team invest $32b, in our single strategy, on behalf of SWF’s, pensions, insurance companies, GFI’s as well as MFO, SFO’s and UHNWI’s.
Our objective is to achieve positive returns in all market environments. The firm has built a successful track record, over 28 years, distinctive for its robust and positive performance during the dotcom crash, GFC and the onset of the pandemic in March 2020. The strategy has delivered an annualised return of 8%, net of fees, for over quarter of a century. This success is the result of a disciplined, and genuinely differentiated, investment process.
The alternative stream of return that we have afforded our investors, in a liquid instrument, has been rewarding and powerful – its negative correlation during moments of acute market stress has proven the strategy to be a complement to our investors broader programs.