Special Opportunities Portfolio

The Credo Special Opportunities Portfolio is a concentrated, high-conviction portfolio that invests across large, medium or small-capitalisation stocks that have sufficient liquidity.

The portfolio has an opportunistic, bottom-up focus and a shorter time horizon than Credo's other diversified portfolios. The objective of this portfolio is to exploit shorter-term (less than five years) stock mispricings. This portfolio is currency and market agnostic and price sensitive.


Investment Philosophy

  • We believe that wealth is best created and preserved through patient & disciplined investing focused on the long term
  • We follow a value-based approach to investing
  • We seek to invest in high quality companies that are attractively priced relative to their future business prospects
  • We believe that the market’s short-term focus creates opportunities for those willing to concentrate on underlying business performance
  • We view risk as permanent losses of capital and not in terms of short-term volatility
Credo Wealth Solutions

Credo's Wealth Solutions are suited to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms, Stock Brokers and Family Offices looking for a trusted partner. Credo offers Financial Intermediaries access to a Wealth Platform with whole of market, multi-asset class investments and incorporates research, portfolio modelling, trade execution, global custody (onshore & offshore), white-labelled Investor reporting, an online Investor portal and support for 20+ currencies. A range of Investment Solutions which includes Actively Managed Funds, Managed Portfolios and Bespoke Discretionary Management is also available. Our platform currently supports more than 20 Financial Intermediaries, with Assets under Custody in excess of £1.6bn, representing over 4,500 Investors.