De Lisle Partners LLP
3 Firs Lane
BH14 8JG

Tel: 020 7074 3572

LIPPER Fund Awards 2014 Winner UK. Money Observer Fund Awards 2014.

How We Work

We start from the top down. Firstly the dollar, secondly the direction of interest rates. Since 2009, after lots of money was lost from the world’s economy,  a stronger recovery is desired.  This has led us to keep in touch with the chart book of the 1950s.  It had us perfectly positioned for the Trump rally.  Richard rode the disinflationary boom at Reagan’s election in 1980 until the August 1998 peak.  We shifted to small caps after the 2000 top and have remained there ever since, nuancing more towards industrials as bonds peaked in 2016.

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