Investment Management

TY Danjuma Family Office has a strict set of investment management processes and guidelines which provide a framework for the management of the assets of the family. We do not as a principle invest in funds or managers as we buy securities individually, line-by-line. Funds have a small, restricted presence in our allocation to meet purely targeted needs (pull rather than push).

If you would like your proposal to be considered by TY Danjuma Family Office then please email it to: investments@tyd-fo.co.uk. Be advised that as we receive a large number of proposals you will only receive a response if your proposal is of interest to us. Listed below are the restrictions that are placed in our guidelines, if your proposal includes any of these restrictions it will not be considered.

Restrictions to investment by TY Danjuma Family Office:

• Only single-manager hedge funds. No funds of hedge funds, except with prior written consent.

• No investment in funds that were gated at any point since 2007.

• No ‘cross-risk’ investments in Fixed-Income (emerging issuer only in USD, emerging currency only from Government or Supra-national).

• No investments in any gambling activity.

• No investment in arms manufacturing or dealing.

• No investment to oil/oil-linked securities.

• No investments in structured products and dual currency deposits.

• No currency hedging.

• No unregistered or restricted stock.

• No options, including purchase, sale or writing of options.

• No warrants.

• No margin buying/selling.

• No short selling.

Our approach to Responsible Investment

In October 2012, TY Danjuma Family Office Ltd became a signatory to the United Nations Principles for Responsible Investment (UN PRI). The UN PRI is a global, collaborative network of investors established in 2006 in recognition of the increasing relevance of environmental, social, and governance (ESG) issues within the investment process. As a signatory to the UN PRI, TY Danjuma Family Office has committed to considering the investment implications of ESG issues within our portfolio management and investment decision-making processes, where appropriate and consistent with our fiduciary duties.

We recognize that applying these Principles may better align investors with broader objectives of society. Therefore, where consistent with our fiduciary responsibilities, we are committed to the following:

1. We will incorporate ESG issues into investment analysis and decision-making processes.

2. We will be active owners and incorporate ESG issues into our ownership policies and practices.

3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.

4. We will promote acceptance and implementation of the Principles within the investment industry.

5. We will work together to enhance our effectiveness in implementing the Principles.

6. We will each report on our activities and progress towards implementing the Principles.

Our procedures for responsible investment are intended to ensure that the securities we invest are not placed in companies that violate internationally recognised standards. We screen our investment portfolios according to a number of internationally recognised standards and guidelines for human rights, arms, working conditions, the environment, anti-corruption and others. Furthermore, we apply negative screens for stocks from industries traditionally considered to have a negative impact on society such as alcohol, drugs, firearms and weapons, tobacco, gambling and pornography. Any company with more than 10% turnover from activities in these areas will not be included in the fund (This is an approach taken by the TY Global Conservative Fund).

Find out more about UN PRI.