bridging the investment divide

Purpose Driven. Resilience Recognition.

Navigate funds is an independent asset management platform, that provides investors of all stripes access to institutional quality real asset investing. We build diversified, resilient portfolios and develop and manage substantial commodity, infrastructure and low carbon sustainable supply chains and assets.

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FIRM ORIGINS

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GLOBAL INVESTMENT OFFICES

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REGULATED JURISDICTIONS

LOOK BEYOND THE IMMEDIATE

Originating Opportunity

Focussed on delivering investment solutions that are ‘all cycle’ – those that
weather the financial season; be that inflationary, deflationary or other.

We’re ‘all in’ on seeking to surgically identify specific investing strategies
and risk premiums, be those in listed public securities or ‘physical’ real
assets; and be the bridge that simplifies our client’s attainment of those
harder to achieve yet rewarding objectives.

STRATEGY AGNOSTIC

We believe that it's not necessarily prudent to adopt simply a passive or active stance.

Market and economic variables shift over time meaning that different market regimes require different approaches. Long periods have shown both under- and out-performance on the part of both active and passive approaches.

The key to enduring outperformance is flexibility – being dynamic, recognising that different regimes require different tactics.

However, we believe that responsible management is one that seeks to control volatility – whatever the weather. Moreover, we’ve developed, and continue to work to a concept know as ‘QuadLogic’. We believe the most of recorded financial history can be distilled into one of four quads, each with distinct macro-economic characteristics. Different assets will behave differently in each quad, following return profiles that have been mapped over decades of data. We spend much of our time tracking macro economic variables to determine which quad best describes the current investing environment.

Multi Asset and Multi-Strategy

We offer funds and solutions that can perform throughout shifting economic regimes.

Renewables

LSE listed funds
Closed Ended Structures

Low Carbon Baseload

GP/LP Structures
ETN Programme

Bio-Fuels

ETN Programme

Equities

UCITS V funds
Segregated Managed Accounts

Commodities

Physical Trade Program
ETN Programme

Multi Asset

UCITS V funds
Segregated Managed Accounts

6.2%

Renewables

LSE listed funds
Closed Ended Structures

6.2%

Low Carbon Baseload

GP/LP Structures
ETN Programme

6.2%

Bio-Fuels

ETN Programme

6.2%

Equities

UCITS V funds
Segregated Managed Accounts

6.2%

Commodities

Physical Trade Program
ETN Programme

6.2%

Multi Asset

UCITS V funds
Segregated Managed Accounts

OUR APPROACH

Innovation As Standard

INVESTING BELIEFS

Our Clients Are Looking For An Investment Process That Stands Up To Every Market Environment.

“You cannot beat the market, says the standard market doctrine.
Granted. But you can sidestep its worst punches.”

–Benoit Mandelbot, The (Mis)Behavior of Markets

Bringing together an approach where financial conditions drive the forward-looking returns of all asset classes, and the volatility of those returns, we implement an approach which seeks to mitigate volatility, smoothing out the return profile of our portfolios.

 

We believe two factors to be most consequential for forecasting future financial market returns: economic growth and inflation. We track both on a year-over-year rate of change basis to better understand the big picture then ask the fundamental question: Are growth and inflation heating up or cooling down? It is the second derivative aspect that is most important – it is not the change, but the rate of change. This aspect is pervasive across all asset prices.

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All Cycle Investing

Our Perspectives

Ultimately we’re defined by our people. But ultimately every organisation has to stand for certain ideals that all of its people rally around.

Sustainable Transition

Never has so much financial muscle, nor religion of all stripes, or polities of all leanings been so aligned behind a single cause.

Read: How to Invest for an Electrified Society

Diversity, equity, and inclusiveness (DE&I) are core to who we are, how we work and how we live our values. We hold a collective commitment to continue..

Quad logic

Investment is a cyclical business – there are times to favour defensive assets, or pro-cyclical ones, cash or even precious metals.

Read: Four Season Quad Regime Investing

Who We Serve

We have a breadth of proposition that can support individual private clients, financial advisers as well as institutions.

Individuals And Families

Whatever your investing goals, we provide a choice of investing styles to best match your investing personality.

Financial Advisers

As a technology provider, we have integrated both the tools and mapped them to investing solutions to support all your clients.

Insurance Companies

Supporting those during the most challenging of times.

Non-Profit Organisations

Supporting educational establishments and charities to help broaden financial literacy and meet financial goals.

Pension Plans

Institutional solutions including climate resilient and climate smart funds.

Governments

Financing infrastructure, and supporting food security initiatives.

Leadership

Committed to providing a bridge for our clients to unlocking value from real asset value chains. 

LIFT by NAVIGATE

We’re firm in our commitment to effecting change, and ultimately raising the living standards of those who come into close contact with our projects.

We take our responsibility to steward capital as a global financial institution and ats ability to steward capital in such a way as to create inclusive futures for all – and lift livelihoods in doing so.

CASE STUDIES

Recycling Roads

Recycling Roads Article Paving the Way to Tomorrow: The Evolution of Renewable Asphalt for Sustainable ...

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CASE STUDIES

Solar Panel Recycling

The Dark Side of Solar Solar panels are symbols of the clean-energy revolution. Yet behind ...

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CASE STUDIES

Sunset Commodity

Sunset Commodity: As Queensland bids farewell to its black-gold past, a surge of solar panels ...

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