Wilcocks TV

The following information shares the detail behind our core belief system and the structure that underpins our investment advice.

Follow the Markets & Ignore the Forecasters

The image below shows UK FTSE All Share, UK Value, & UK Small Cap market returns, dating back to 1956

The Weight of Evidence

Investing using our methodology works. What we do is underpinned by Nobel Prize winning research.

INDEXING

All of the evidence available points to active investment management failing in over 88% of cases as proven by the Cass Business School & University of London. As an investor you can beat 88% of active managers by simply buying an index fund and sticking with it. The first element to our proposition is to use index funds to invest into UK, Global and Emerging Stock Markets.

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SMALL CAP

Over 6 decades of academic research, carried out by Nobel prize winning Economists points to small cap stocks outperforming main indices. The second element to our investment portfolio’s is to tilt to small cap in each market. We deploy Institutional class funds – investing into the entire small cap markets in the UK, Globally and again in the Emerging world.

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VALUE

All of the evidence available points to active investment management failing in over 88% of cases as proven by the Cass Business School & University of London. As an investor you can beat 88% of active managers by simply buying an index fund and sticking with it. The first element to our proposition is to use index funds to invest into UK, Global and Emerging Stock Markets.

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Dodge The Bullet

In the video below Rob Wilcocks talks around and explains the biggest mistake people make when investing.

Save £287,000.00 in fees over 15 Years

Martin Wilcocks explains how stripping 2% of fees out of a £500K portfolio can add just under £300K to your account.