Tate Livingstone has devised a number of core strategies that form the foundations for the construction of our clients’ portfolios. Each strategy can be customized to reflect the personal requirements and tolerances of each client. Obviously, the topic of investment strategy is broad and complex one that would require far more space and time than the scope of our website allows but we have provided some basic information about these core strategies

Tate Livingstone Income

The goal of this strategy is to generate regular, dependable income for our clients while conserving capital. This strategy aims to keep 75% of the capital assigned to it invested in fixed income securities like sovereign and corporate bonds. These bonds must carry “investment grade” credit ratings as assigned by the credit ratings agencies, Moody’s Investor Services, Standard & Poor’s and Fitch Ratings. The remaining 25% of client capital is invested in the stocks of large cap corporations which pay dividends. These stocks also carry modest scope for capital appreciation but the primary objective is to ensure that capital is preserved.

  • • Ideal for clients seeking regular income and the conservation of their capital
  • • Diversification takes into account various industries, companies and economies
  • • Actively managed
  • • Primarily fixed income securities and large cap dividend-paying corporate equities

Tate Livingstone Growth

The objective of Tate Livingstone’s Growth strategy is to deliver capital appreciation over the long term to our clients. This is principally accomplished by investing in the common stocks of both publicly-listed companies on stock exchanges in the U.S., Europe and the emerging market economies of Asia and Latin America. The strategy requires sensible diversification that encompasses spreads across industries and economies. It concentrates on the acquisition of value investments.

Reliable revenue and earnings growth are essential and operation in prime market sectors like consumer discretionary, technology and natural resources are preferred. Our value investing ethos sees us pay particular attention to companies that are currently undervalued by the broader market.

From time to time, the strategy may necessitate investment in newer companies with a smaller capitalization. The main risks related with this strategy are in keeping with those inherent in the wider markets. This means that they are exposed to the performance of the wider economy and the fortunes of the companies whose stock is held within the portfolio. As the strategy sometimes features investments in newer and smaller corporates, there can be a higher risk of loss which is related to issues like immature products, supply chains. Because this strategy involves investment across geo-locations, there will also be attendant currency risks.

  • • Aimed at clients who desire long term capital appreciation
  • • Mainly invests in well-known mid and large cap corporates but can also invest in newer and smaller stocks with enhanced growth potential.
  • • Diversification across industry sectors and geo-location
  • • Active management

Tate Livingstone Core

Tate Livingstone’s Core strategy aims to deliver long term capital growth while preserving existing assets and locking in newly earned profits. This strategy is based on investment in a mix of debt securities, dividend-paying and enhanced-growth stocks. It proposes the commitment of 45% of client capital in advanced economies, 25% in developing economies, 20% in investment grade fixed income securities, 5% in historically-consistent dividend paying equities and 5% in an assortment of high liquidity cash investments.

Again, this strategy concentrates on investing in value assets, particularly those which have been ignored by the broader markets.

The over-riding risks accompanying this strategy are those inherent in all equity investing and typically revolved around general market fluctuations. This strategy encompasses both equity and fixed income security investment and, consequently, the equity values, yields and ultimate return associated with this strategy relies on their relevant performances on the markets in which they are listed or traded.

Naturally, we aim to mitigate these risks using prudent and sensible diversification across markets, industry sectors and geo-location. Because this strategy involves investment across geo-locations, there will also be attendant currency risks.

  • • Ideal for those seeking long term capital gains
  • • Preservation of capital is one of the key aims
  • • Diversification across industry sectors and geo-location
  • • Value-investment bias
  • • Preference for established corporates
  • • Strategic asset allocation
  • • Active management

Tate Livingstone Emerging Markets

The Tate Livingstone Emerging Markets strategy caters to those of our clients who seek additional diversification and long term capital appreciation via shrewd, value investments beyond the scope of the world’s advanced markets. This strategy is rooted in the investment in corporates either located or with the majority of their operations, assets or revenues, in/from emerging markets in developing economies. The methodology closely resembles those of our other strategies insofar as it features diversification across industry sector and geo-location while also seeking to identify stocks that, for whatever reason, have been overlooked by the wider marketplace. In order to determine whether or not an economy can be categorized as an “emerging” or “developing” market, Tate Livingstone considers several different factors. These include but are not restricted to per capita GDP, extent of economic industrialization, governance, limitations on capital repatriation and restrictions on foreign ownership of corporations.

Principal risks associated with this strategy are the propensity for emerging and developing markets to exhibit greater volatility than their advanced market counterparts. There are attendant risks relating to currency fluctuations between the currency of the target economy and that of the country from which the investment capital originates. Some of the risks associated with investment beyond of the world’s developed markets can be assuaged through investment in companies in advanced economies but who derive significant revenues from operations in developing economies.

  • • Attractive to clients who want more diversification and the potential for enhanced long term capital appreciation.
  • • Focuses on corporates based in or deriving significant proportions of their revenues from developed markets
  • • Diversification across industry sectors and geo-location
  • • Active management

About Us

Tate Livingstone brings the full weight of its considerable investment experience and expertise to bear on securing good returns on investment.

More Detail


We believe that stocks still represent the best way to accumulate capital and reduce the effects of inflation and currency devaluation on purchasing power but this should not be construed as an indication that we only invest in equities.

More Detail


Tate Livingstone has devised a number of core strategies that form the foundations for the construction of our clients’ portfolios.

More Detail