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Award sparks reflection – CIO Talk

24 Apr 2026

Company & Community Investment

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Following Courtiers’ latest LSEG Lipper Award for long‑term performance, Chief Investment Officer Gary Reynolds reflects on the origins of the Courtiers funds, the lessons learned across decades of market cycles, and why disciplined risk management has always come before short‑term gains.

Gary explains why the Courtiers Funds were created in the first place:

To allow portfolios to be rebalanced responsibly without triggering unnecessary tax consequences for clients
To manage and maintain diversification to maximise opportunity and mitigate risk
To ensure alignment with clients’ long‑term objectives.

The structure of the funds, established nearly two decades ago, continues to underpin the funds today.

Reflecting on major market episodes, from the dot‑com boom and bust to modern‑day geopolitical shocks – Gary highlights how technology, data and improved information flow have changed the way markets react, while uncertainty remains a constant. Meanwhile Courtiers upholds a basic rule-of-three in its investment approach: obsessive attention to risk, broad diversification and the flexibility to adapt when things change.

Gary also shares his views on the evolving role of technology and AI in investment management as a tool to enhance decision‑making and efficiency. It will not replace human judgement, ever. The responsibility that comes with managing clients’ capital across generations isn’t something you can just pop into a machine and expect to come out the other side with a comparable level of empathy, understanding and focus on the future. The human touch cannot be replaced, just as AI cannot itself provide a level of comfort in decision-making without careful scrutiny through human analysis.

Ultimately, this latest award serves as reassurance that the funds are doing what they were designed to do: deliver long‑term outcomes within clearly defined risk parameters, through whatever the markets bring next.

For the full interview and deeper insights, watch the video or tune into the latest podcast.

Watch: Jake Reynolds responds to LSEG Lipper Fund award announcement

Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not been reviewed by us and therefore we accept no responsibility for the authors or content of external link or pages. If you are interested in any of Courtiers Asset Management Limited’s range of funds, or require any financial advice, please speak to a financial adviser.

Issued by Courtiers Asset Management Limited, CAM0426066. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.

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