About us

We are an investment advisory firm that advises on the use of defined return investments and derivatives, particularly when incorporated into funds and portfolios. Based in the UK, with more than £850M of assets under advice, we offer a combination of experience, expertise, quantitative assessment of risk and return and independent pricing. We  run a defensive equity fund, the Levendi Thornbridge Defined Return Fund with AUM of circa £85m.

This combination allows our advisory team to develop products and advise funds on how to maximise the chances of a positive return, whilst controlling the risks associated with defined return investments. The investment process combines a top-down consensus-based macro estimate of the returns of major capital markets with a robust quantitative framework which facilitates the ability to develop and value individual products.

Our flagship UCITS fund, the Levendi Thornbridge Defined Return Fund has been created for lower risk investors that want a high chance of receiving a good return under a broad range of market conditions by offering defensive, diversified equity market exposure.

The Levendi Investment Management team have over 100 years’ combined experience in defined return investments and equity derivatives at major investment banks.


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