Ruffer

Ruffer– investment management

Ruffer has a distinctive approach to investing which they believe is well suited to the needs and goals of charities and their trustees.

Ruffer focuses on delivering ‘all weather’ investment returns and protecting and growing the value of their client’s assets throughout the market cycle. Instead of following benchmarks, Ruffer aims not to lose money in any single year and to deliver a return significantly greater than the risk-free alternative of cash on deposit. By aiming to avoid the cyclical gyrations of the market, Ruffer aspires to provide a less volatile experience for charity clients.

 

 

Ruffer resources

The team at Ruffer frequently share their insights into the investment market, through articles, blogs, and podcasts. They have covered topics such as responsible investment, diversity, and the impact of Covid-19. A full selection is available from their website.
To stay-up-to date directly, you can also sign-up to receive Ruffer's monthly 'The Green Line' articles.

Ruffer Review 2020

 

 

 

Ruffer Radio on Soundcloud

Ruffer Review 2020
This is an annual publication with a collection of articles and insights from people across the firm. Read it now.

 

 

 

Ruffer Radio

A series of podcasts exploring the investment universe and sharing Ruffer’s interpretation of what is going on. Listen to it now.

 

ACF and Ruffer  
 
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Covid-19 - One year on (April 2021)
Impact of the pandemic and outlook for foundation investments

Hear from Ruffer economist Jamie Dannhauser on the impact of the pandemic and the economic outlook for foundation endowments. Jamie will then be joined by Matt Cox, Investment Director at Esmée Fairbairn Foundation and Ajay Johal, Investment Manager at Ruffer, for a panel discussion with questions from attendees, reflecting on the past year and highlighting key areas foundation trustees and staff ought to be considering in relation to their foundation's investment portfolio.

 
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ACF Conference 2020 Workshop - The end of the road for the traditional 60/40 portfolio?
We discussed whether the 60/40 equity/bond portfolio, the bedrock of charitable investment portfolios for the past four decades or so, is still fit for purpose as we enter into a potentially new regime for investment. We discussed potential challenges to the 60/40 — both now and in the future — and what alternatives trustees can consider to protect and grow their investment portfolio.

Contact Ruffer

Ajay Johal

 

 


 

 

Edward Donati

Ajay Johal, investment manager
Ajay graduated from the University of Warwick with a degree in history and sociology and worked at Barclays Wealth before joining Ruffer in 2014. In 2019, he worked as an equity analyst in Ruffer’s Hong Kong office, before returning to the charities team in London as an Investment Manager. He is a member of the Chartered Institute of Securities & Investment. Email Ajay.

 

Edward Donati, investment manager
Worked at the BBC after graduating from Oxford University in 2007. He joined Ruffer in 2009 and spent four years as an equity analyst in Ruffer’s research team, including a period in Ruffer’s Hong Kong office, before returning to London to manage investment portfolios. He is a Chartered Wealth Manager. Email Ed.

 

 

Disclaimer: the information and opinions contained in these resources do not constitute investment advice and should not be used as the basis of any investment decision. These resources are not intended to provide, and should not be relied on, for tax, investment, financial or legal advice and individuals or institutions are strongly urged to consult with relevant advisers regarding any potential decision regarding their investments or philanthropy. The material in these resources is for information purposes only.