Crossing Point Portfolios

The Crossing Point Investment Portfolios

Crossing Point Investment Management Ltd is a discretionary investment management company offering a range of Model Portfolio Solutions (MPS) aimed at medium to long term investors who seek capital growth or a sustainable income from a portfolio of leading investment funds.

Crossing Point was established out of collaboration between Estate Capital Investment Management and leading financial academics from Swansea University which focussed on a form of investment management using trend-following momentum theory and market sentiment indicators. Estate Capital Investment Management Ltd supported the academic research from 2015 until 2020 which led to successful MSc and PhD submissions. The major shareholders in Crossing Point are Estate Capital Investment Management Ltd and the investment managers and academics Doctor Tomiko Evans and Professor Mike Buckle.

The six strategies are managed by Tomiko Evans, Mike Buckle, Tom Milford, Jordan Hughes and Chris Davies and offer investors unique and attractive investment portfolios. Each Crossing Point strategy is designed to deliver a specific investor outcome. Two sets of portfolios are managed using trend following and market sentiment indicators, while the other four portfolios are managed on a traditional buy, hold, and rebalance basis. The range is listed below.