ARX Investments | Beyond the benchmark. Within defined risk.

Who we are

A quiet house for the long view.

ARX Investments is an investment team built on discipline and institutional experience. We pair a diversified core portfolio with carefully selected alternative investments, governed by clearly defined risk parameters and a focus on consistent, long-term performance.

We believe clients deserve more than a traditional portfolio: thoughtful strategy, transparent reporting, and a team that treats protecting capital as seriously as growing it.

Mission

To deliver consistent returns by allowing investors to access institutional-quality strategies, with disciplined risk management built into every investment decision.

Vision

To be a trusted investment partner, recognised for delivering institutional-grade insight and execution, safeguarding investor capital and creating sustainable long-term value.

Aim

To outperform the S&P 500 over the long term, targeting the S&P 500's return plus 5% a year, while actively managing risk and protecting the downside.

What we offer

Long-short strategies.

One strategy with two working parts. The long side compounds steadily; the alternative side adds return with every position's downside set before it is placed.

The long side: core portfolio

A diversified portfolio of quality equities, bonds and fixed income, built to outperform the S&P 500 over the long term.

Managed by a team with an audited track record since 2020
Active allocation across equities and fixed income
Transparent, regular reporting

The alternative side: options strategies

A focused allocation to options-based strategies that seek asymmetric returns, adding to the performance of the whole portfolio.

Every position sized and capped in advance
Built to make more on winners than it gives up on losers
Targets an additional 2.8% to 5% on the total portfolio

Our strategy

Core strength, with an edge on top.

A diversified core portfolio targets the S&P 500's long-run average plus 5%. Alternative strategies then add return on top. Here is how $1 million could look over one year.

90%Core portfolio: equities, bonds and fixed income ($900,000)

10%Alternative strategies ($100,000)

Growth of $1,000,000 over one yearConservative case

ARX Investments Millennium, long-run average 14.0% S&P 500, long-run average 10.8%

+14.2%

Core portfolio

15.8% on the $900,000

+2.8%

Alternative strategies

+$28,000 from the $100,000 allocation

+17.0%

Total portfolio

Core plus alternative strategies

+6.2%

Ahead of the S&P 500

and +3.0% ahead of Millennium

Hypothetical illustration based on long-run averages (S&P 500 total return 1990 to 2025; Millennium's reported average since 1989). It is not a forecast or a guarantee of future returns.

The people behind ARX

Experience you can speak to.

AR

Dr Adnan Rehman

Chief Investment Officer

Entrepreneur and angel investor with a track record of founding, scaling and operating successful businesses. He leads ARX's investment strategy and guides client relationships.

NK

Nadeem Khan

Equities Portfolio Manager

Senior portfolio manager with a trading background at Société Générale, Credit Suisse and other international banks, with an audited track record running since 2020.

AA

Ash Ahmed

Head of Operations

Over 20 years in banking, including senior roles at ABN AMRO, Société Générale and CBH Europe. Chartered Member of the Chartered Institute for Securities & Investment.

RT

Raj Navinkumar Thakkar

Quantitative Portfolio Manager

Quantitative strategist specialising in derivatives and options, designing ARX's models, trade analytics and risk frameworks. MSc Business Management, Aston Business School.

Begin a conversation

Be part of a legacy, not a transaction.

We work with a small number of clients we know well. If our approach fits yours, we would be glad to talk.

contact@arx.investments