Investment Opportunities
Our investment strategies are focused on sustainable outperformance through a careful investment process and a balanced investment approach. Our goal is to generate alpha over a long-term investment horizon by identifying talented fund managers around the world who have consistent stock selection skills and a fundamental investment approach.
Approach
Active Management
Our strategies are actively managed and offer investors exposure to a globally diverse mix of asset classes and style through multi asset, bond and equity portfolios.
Investment Discipline
We have a very systematic and disciplined approach to investing. We analyse a universe of fund managers, understand their skill sets and how to combine these to create portfolios that are, relevant, robust and downside risk neutral.
Risk Management
Risk management is integrated in our investment philosophy and in our process. Intelligent risk management at multiple levels forms the core of this process.
Benefits
Diversifies sources of returns
Our strategies offer a broad base of alpha from different markets, geographies and fund managers providing exciting opportunities and upside potential. Our research is focused on understanding and utilising the sources of returns.
Dynamic asset allocation
We identify the drivers of returns, including valuation and economic variables, to identify pockets of opportunities and utilising these together with geopolitical information to dynamically adjust exposure to the main asset classes of investments.
Fund manager selection
We have developed a unique tool box of methods and analysis to help us select fund managers. We conduct extensive and rigorous behavioural analysis to identify fund managers' skill sets and combine these to create portfolios that are diversified, flexible and relevant to investment opportunities of the time.
Multilayered risk management
Our focus is always on the downside risk resulting from potential geopolitical or specific investments. We minimise the former by understanding regional politics and policies and the latter through the traditional approach of controlling exposure to asset classes, markets, sectors and industries as well as individual fund managers.
Strategies
Defensive
Investing in traditional equity and bond funds with the aim of producing low risk positive returns in any calendar year. This is a core strategy with consistent returns and suitable for patient investors with long term investment horizon.
Moderate
The emphasis is on long-term capital growth through the use of dynamic portfolio management in accordance with market conditions. The goal: to increase the correlation with indices in rising markets, while trying to reduce the correlation with falling markets.
Dynamic
Investing in equity funds with the aim of outperforming major indices in rising and falling markets. Higher risk than defensive and moderate strategies with much higher potential return. Suitable for investors looking to have exposure to equity markets.