FundCalibre Elite Radar: WS Ruffer Diversified Return

Launched in September 2021

clock • 5 min read

As an all-weather solution which places wealth preservation at the heart of its offering, Ruffer has never been shy of describing its investment process as “dull”.

The firm often cites its investment style as "riding a tractor on the motorway, plodding in the slow lane", to help investors reach their goals. However, this focus on wealth preservation does not mean they have not taken bold decisions in the past challenging conventional market views. Ruffer cuts bond and equities exposure after 'complacent' market rally This ranges from not holding banks, housing or commodity companies prior to the Global Financial Crisis - instead the firm held masses of yen and Swiss Francs - to using derivatives from 2016 onwards - something which paid off du...

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