PURPOSE
Agenda Invest is an institutional investment office. Agenda's experience spans globally across all investment strategies and our expertise is in anticipating the coming market cycle to provide the best investment solutions for sustainable capital growth. Our clients range from successful families through to global institutions and we oversee above US$1bn in AUA.
Agenda Invest Ltd is authorized and regulated by the Financial Conduct Authority.
INVESTMENT SOLUTIONS

Asset
Management

Outsourced Risk
Management

Investment
Advisory
OUR PHILOSOPHY
To invest diligently is to understand that capital is power: the power to improve lives.
Investing diligently and correctly is critical. Central to this is simultaneously preserving existing capital away from risks of ultimate loss, while exposing this same capital to the highest available premiums across the broadest universe possible. This is our core philosophy and we implement custom solutions based on it specific to each of our clients. We earn our clients’ trust by being open and transparent at every step we take with them.
Successful innovation is key to outperformance in all businesses, and key to outperformance in investing.
Innovation means continuous improvement of all aspects of the investment approach to advance well beyond what is standard in the industry. Fully automating entire processes enables efficient and fast processing of trades, reconciliations, modelling and reporting. We have built and continuously improve our core technology system to do this for our processes, which in turn enables our investment team to concentrate on our forward-looking investment strategy. Our investment strategy itself is central to how we innovate. We use the state-of-the-art quantitative framework of Expected Drawdown Management to provide strict discipline to constructing portfolios. This recently developed approach carefully controls the potential of overall future portfolio losses to levels that are pre-defined and comfortable for each of our clients. We use a unique mathematical approach to formalise expected co-drawdowns between investment risks and therefore manage the portfolio’s risk of loss continuously.
Human nature creates investment fads, investment fads create major price movements, major price movements create investment opportunities.
Human nature is here to stay, and the history of investment fads is long, such as the price of real estate in 2007, the price of internet stocks in 2000 or even the price of a tulip in 1637. The investment managers at Agenda have used our long experience to fully understand our individual biases and behavior which in turn enables us to understand the market’s psychology. We follow a strict investment process that assesses where we are now and what will happen in the future of the markets. As human nature in investing is driven by short-term rewards and recent past, so conversely our process is driven by perceptive forward-looking investment views over the next cycle of five to eight years.
Finance has a legacy of many artificial boundaries: between equities and credit, treasuries and currencies, alternatives and traditional, and others.
We have no boundaries in our investment approach. Every investment opportunity is compared with every other opportunity, whether it is shorting a bond, buying an emerging market equity position or initiating a momentum trading strategy buying and selling commodities. We place every investment in directly comparable terms so we know which is better than which. Our approach might be described as non-correlated multi-asset, but we see it as simply determining the best subset of investment opportunities no matter how it is classified, and constructing the portfolio that best grows our clients’ capital for the long term given our future views on the coming market cycle.
OUR PEOPLE
OFFICES
London
UK
Agenda Invest Ltd
4th Floor
11 Pilgrim Street
EC4V 6RN London
United Kingdom
T +44 (0)20 3627 2579
Lugano
CH
Agenda Invest AG
10th Floor
Riva Paradiso 2
6900 Lugano
Switzerland
T +41 (0)91 966 5641
Contact: info@agendainvest.com
ARTICLES
OUR NEWSLETTER

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London
4th Floor
11 Pilgrim Street
EC4V 6RN London
United Kingdom
T +44 (0)20 3627 2579

Agenda Invest Ltd is authorized and regulated by the Financial Conduct Authority.
The services and investment funds referenced in this website should not be regarded as an offer of solicitation for such services or investment funds in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these Funds is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of funds.
This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Subscriptions will only be received and shares issued on the basis of the current prospectus or Scheme Particulars for the fund. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Past performance is not a guarantee of future performance. It should be remembered that the value of investments may fall as well as rise, investors may not get back the amount of money invested, currency movements may have a negative as well as positive influence on returns and past performance is not necessarily an indicator of future performance.
Any investment decision should be made solely on the basis of the information and risk warnings contained within the information memorandum and/or prospectus issued by or on behalf of the fund or company concerned. The Agenda Invest Ltd funds are not available for purchase by US persons. Shares in the funds described on this website are not available for sale in any jurisdiction in which sale would be prohibited. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FCA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Agenda Invest Ltd.
Under Rule 2.2.3R of the FCA's Conduct of Business Sourcebook, Agenda Invest Ltd (the "Firm") is required to include on this website a disclosure about the nature of its commitment to the UK Financial Reporting Council's Stewardship Code (the "Code") or, where it does not commit to the Code, its alternative investment strategy. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers. Investors that commit to the Code can either comply with it in full or choose not to comply with aspects of the Code, in which case they are required to explain their non compliance. The Firm pursues a long short multi-asset class approach with a focus on relative value dislocations and an event driven investment style. This strategy involves it investing in global equities, including UK equities. The Code is therefore relevant to some aspects of the Firm's trading. While the Firm generally supports the objectives that underlie the Code, the Firm has chosen not to commit to the Code. The Firm invests in a variety of asset classes and in a variety of jurisdictions globally. It is not the Firm’s policy to engage with issuers or management as we take relatively small positions and are not seeking to add value via our engagement with the issuer.