Perspective Invest

Perspective Invest is a specialist active equity manager founded on a simple but demanding belief: to generate persistent alpha, you must understand all the variables that drive a stock price. Led by CIO and Lead Portfolio Manager Stephen Moore, the firm brings more than two decades of experience investing through multiple market cycles. The team combines deep fundamental research with a clear understanding of macro, behavioural and market structure forces, allowing them to form high-conviction views and consistently identify genuine sources of alpha. At the core of the process is Stephen Moore’s proprietary Alpha Roll-up framework, refined and applied successfully for over twenty years. Individual stock insights are brought together into a coherent portfolio view, ensuring that alpha is deliberate and repeatable rather than incidental. Perspective Invest’s mantra is clear: alpha should not be disguised as levered beta. The firm is focused on delivering true alpha solutions, with returns driven by stock selection and insight rather than dependence on market direction.Read more ⏷