In a world that's constantly changing,
Drummond Capital Partners sees the opportunity to deliver superior client outcomes.

Our business was formed to drive a better client experience, drawing on our expertise in servicing clients and actively managing capital. We combine the desire to embrace change, with in-depth research to deliver high conviction, global multi-asset portfolio solutions for our clients.

Our difference

We believe managing money requires skills learned over time. As decision makers, as active investors.

We have a long combined history of investing across some of the world’s leading institutional funds management businesses, domestic pension funds and directly as advisors for high net worth clients.

We invest according to the portfolio mandate and market opportunity, rather than scheduled review cycles.

Most investment portfolios today are structured around long-term average returns and a set and forget strategy. Investment markets have and will always be complex and dynamic. Markets do not adhere to a calendar, and nor do we.

Our relationships are built on trust, fostered through transparency and engagement with our clients.

We are committed to exceeding our clients’ expectations, continually seeking to innovate and evolve our service. We take the business of protecting and growing our clients’ wealth as serious as our own, investing our own money alongside them.

Our detailed research leads us to actionable investment insights. Filtering through the noise, we stay focused on what matters and transparent in our thinking.

Our Insights

December 16, 2021
Insights

Looking to 2022

Around this time last year, we made three broad market predictions. 1) The availability of vaccines would see a return to relative normalcy in the second half of 2021. 2) A recovery in growth and higher real interest rates would drive a rotation from growth into value stocks. 3) Equity markets will eventually come under pressure from rising long term interest rates. We were broadly correct on Covid with the notable exception of China and Australia. If you are vaccinated, life is pretty close to normal in most major economies. Our performance on the other two predictions was more mixed. Not to be disheartened, we again look to the coming year and consider some possible major market outcomes and assess the asset class implications.

Insights

Looking to 2022

December 16, 2021

Around this time last year, we made three broad market predictions. 1) The availability of vaccines would see a return to relative normalcy in the second half of 2021. 2) A recovery in growth and higher real interest rates would drive a rotation from growth into value stocks. 3) Equity markets will eventually come under pressure from rising long term interest rates. We were broadly correct on Covid with the notable exception of China and Australia. If you are vaccinated, life is pretty close to normal in most major economies. Our performance on the other two predictions was more mixed. Not to be disheartened, we again look to the coming year and consider some possible major market outcomes and assess the asset class implications.

Insights

Looking to 2022

December 16, 2021