Strategies & Mandates

Strategies & Mandates at Sunnov Investment

This page sets out how Sunnov organises its work with capital. Our platform is arranged into four connected families of strategies, ranging from core equity portfolios to complementary overlays and specialist structures for different types of investors. Each family has its own role, risk profile and governance considerations.

Rather than pushing a single product, we start by understanding where you sit in the investment chain, what constraints you face and how listed‑market exposure should support your wider objectives. The sections below provide an entry point into each strategy family; detailed information, examples and process notes are available on the dedicated pages that follow.

Portfolio manager monitoring live market prices on multiple trading screens in dealing room.
Investment strategist presenting performance dashboards on large screen to team during portfolio review workshop.
Investors listening to adviser presenting market share and performance metrics on screen in evening meeting.
How Our Work Connects

From choosing a strategy to running a live portfolio

The four strategy families are designed to work together rather than in isolation. Some investors draw primarily on the core equity desk; others combine equity with overlays, mission‑specific structures or regulated vehicles. What matters is that the brief is clear, the mix is deliberate and the way progress is tracked is agreed in advance.

Defining the investment brief

We turn objectives, risk appetite and constraints into a brief that sets the role, scale and structure of any strategy you select. This includes how it interacts with existing holdings and what success should look like over time.

Delivering the agreed solution

We implement that brief through portfolios or vehicles, combining equity, overlays and access routes with clear reporting commitments, so that day‑to‑day activity stays anchored to the original purpose.

Our Strategy Families

Explore the areas in which we work

Core Equity Strategy Desk

Equity portfolios built for long‑term investors, with clarity on objectives, risk ranges and implementation details.

Hedge, Macro & System Hub

Complementary long/short, macro and systematic tools used to refine risk, diversify exposures and express clear themes.

Foundations & Endowments

Structures designed for foundations and endowments, aligning listed‑markets exposure with missions, rules and oversight.

Structured Retail Access

Routes that allow eligible retail investors, via advisers and platforms, to access strategies within regulated vehicles.

ServicesAdditional Services

Specialist Services Around Your Strategies

Portfolio Reviews

Independent review of existing portfolios, holdings and risk so you see where you truly stand.

Risk & Scenario Lab

Scenario work on markets, rates and currencies to test how different shocks would affect you.

Liquidity Planning

Analysis of cashflows, capital calls and reserves so liquidity lines are properly structured.

Policy & Governance

Support in turning investment beliefs into practical policy language and governance documents.

Reporting & Insight

Clear written and visual reporting designed for boards, committees and advisory meetings.

Board & IC Briefs

Briefings and workshops for boards and committees on investment tools, risks and processes.

Transition Support

Help planning and executing changes to portfolios, including transitions between managers.

Manager Review Lab

Assessment of external managers and products to see where they fit within your objectives.

ESG & Stewardship

Work on stewardship, voting and key sustainability topics where they are material to value.