4 – Portfoliosense® – Winning the Losers Game

The Henwood Court Podcast | Episode 4

Hosts: Nick Platt, Managing Director & Chartered Financial Planner, and Peter Robbins, Investment & Technical Director.

What makes a successful investment strategy? And how can you build a portfolio that aims to deliver long-term growth while managing risk?

In the latest episode of The Henwood Court Podcast, Nick and Peter take you behind the scenes of Portfoliosense®, Henwood Court’s in-house, evidence-based investment strategy.

Drawing on years of research and investment experience, Nick and Peter explore the philosophy behind Portfoliosense®, how it has evolved and why understanding each client’s individual goals and circumstances is central to building a successful investment portfolio.

From the impact of inflation and the balance between growth and defensive assets to the differences between active and index investing, they discuss the key principles that shape our approach to managing clients’ wealth.

They also explain the importance of global diversification, keeping investment costs under control and maintaining a disciplined approach through market fluctuations, rather than attempting to predict short-term movements.

At Henwood Court, we believe successful investing is about more than simply chasing returns. It’s about having a carefully considered investment strategy that supports your wider financial plan and helps you live the life you want.

Whether you’re a business owner planning for life beyond your business, approaching retirement or looking to make informed decisions about your wealth, this episode offers valuable insight into our approach to long-term investing.

What You’ll Discover

• Investing with purpose: Why your personal goals, circumstances and financial aspirations should shape your investment strategy.
• The impact of inflation: Why protecting purchasing power is so important when planning for the future.
• Active vs. index investing: What the evidence tells us about investment performance and why costs matter.
• The benefits of global diversification: How spreading investments across different markets and asset classes can help manage risk.
• The importance of discipline: Why regular portfolio rebalancing and resisting the temptation to time the market can support long-term investment success.

Listen to the Episode

Join Nick and Peter as they share the thinking behind Portfoliosense® and explain how our evidence-based approach helps clients invest with confidence and clarity.

Watch or listen to the full episode on our YouTube channel.

Episode Chapters

00:00 – Introduction to Portfoliosense®
02:58 – Our Investment Philosophy and Strategy
06:04 – Understanding Client Needs and Investment Returns
10:19 – The Impact of Inflation on Your Wealth
14:23 – Managing Risk and Understanding Investment Decisions
19:18 – Balancing Growth and Defensive Assets
20:08 – Active vs. Passive Investing
23:52 – Understanding Investment Costs: Active vs. Index Funds
27:12 – How Do Active Fund Managers Perform?
30:39 – The Evidence Behind Our Investment Approach
34:05 – The Importance of Global Diversification
38:10 – Emerging Markets: Understanding Risk and Opportunity
41:19 – Rebalancing: Keeping Your Portfolio on Track
45:14 – Why Timing the Market Rarely Pays Off

Discover the Henwood Court Approach

At Henwood Court, investment management is just one part of the bigger picture.

As an independent, Chartered financial planning and wealth management firm based in Sutton Coldfield, Birmingham, we work closely with business owners, senior professionals and retirees to create personalised financial plans that go beyond investment performance.

Through our Portfoliosense® investment strategy and comprehensive financial planning approach, we aim to give our clients the confidence and clarity to make informed decisions about their financial future.

Because ultimately, it’s not just about how much wealth you have, but what that wealth allows you to achieve.

Get in touch with our team to discover how we can help you live a rich life, not just a wealthy one.

Important notes

This is a purely educational article to discuss some general investment-related issues. It does not in any way constitute investment advice or arranging investments. It is for information purposes only; any information contained within it is the opinion of the authors, which can change without notice. Past financial performance is no guarantee of future results.

General Investment Risk Warnings

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may differ significantly.

If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.   Tax rules may change in the future and taxation will depend on your personal circumstances. Charges may be subject to change in the future.