Institutional Mandate
For institutions and family offices with existing execution and custody. We supply the research, the model portfolio and the rebalancing calendar; you retain discretion. Constraints on sector, liquidity and ESG are accommodated at the construction stage. Terms are set per mandate.
Stock Picks
25–35
Intended horizon
Client-set
Reference index
Client-specified
Four tests a position has to pass.
A written investment policy statement agreed before the first model portfolio.
Constraints on sector, liquidity and exclusions built in at construction, not applied after.
A fixed rebalancing calendar, with off-cycle changes only on a documented event.
Every recommendation delivered with the research note behind it.
Mandates where we would be one voice among several without a written policy.
Execution, custody or any activity that would put us on both sides of a trade.
Benchmarks chosen after the fact to flatter the record.
This mandate has no published performance history.
Copernicus Hillview is a young firm. Returns will be reported from each client mandate's own inception date, against the reference index above, once a full financial year is complete.
We will not publish back-tested, model or composite figures in the meantime. What you can examine today is the research: read the published notes and judge the reasoning directly.
Nothing on this page is a recommendation to buy or sell any security, or an assurance of return. Equity investments carry risk of capital loss. Minimums and terms are indicative and confirmed in the advisory agreement.