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Jerry Haworth

In this video, we interview Jerry Haworth, the Founding Partner and Chief Investment Officer at 36South, the third party fund manager of the Okura Fund. The Okura Fund has been part of some of our clients’ portfolios since 2011, playing a key role in our diversifying assets.

The fund provides quasi-insurance against unknown risks, or Black Swan events, much like the one experienced in markets in early 2020. Jerry talks through the kinds of risks and the best associated protection against  those risks, and specifically how the Okura fund differs in its quasi-insurance solution.

Disclaimer
 

Past performance is not a guide to future performance and nothing in this blog or video constitutes advice. Although the information and data herein are obtained from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and, save in the case of fraud, no responsibility or liability is or will be accepted by Rothschild & Co Wealth Management UK Limited as to or in relation to the fairness, accuracy or completeness of this document or the information forming the basis of this document or for any reliance placed on this document by any person whatsoever. In particular, no representation or warranty is given as to the achievement or reasonableness of any future projections, targets, estimates or forecasts contained in this document. Furthermore, all opinions and data used in this document are subject to change without prior notice.