Our team is constantly striving for excellence and therefore we always try to establish a trusting, strong relationship with each of our stakeholders: our investors, our managers, our employees, our consultants and financiers, as well as with representatives of the financial sector in general.
Our policy is to have a culture of partnership with a common sense of purpose and level of cooperation in every important decision we make.
Our team with partners makes various investments in various sectors of the economy. We actively use our joint funds with our investors to implement promising and long-term projects. By constantly analyzing the market conditions, we strive to protect ourselves and our partners from unwanted investments and therefore try to maintain the ratio of the risk level and rates of return.
- Protect ivestors capital and increase its value year on year
- Help clients from emerging markets to gain access to global capital markets
- Deliver outstanding client service
For us each client is unique. We see our job as working with the client to develop investment solutions that address his or her particular personal concerns, responsibilities and ambitions.
Our overall investment philosophy is based on the following key points:
- Preserving capital while generating real returns
- Diversification by asset class, geography, product and manager
- Tactical asset allocation based on our analysis of economic trend and market sentiment
- Open architecture and rigorous, fundamental analysis
How are we different?
- We have a highly disciplined approach to minimise risk
- Performance driven by strategic asset allocation in developed markets
- Stock selection designed to find the highest quality investments at the right price
- Invest in sustainable business franchises where business model, dividends and bond coupons would survive a meltdown of financial markets
- Generate ‘real’ returns of capital and income that grow across the cycle rather than market leading returns which are impossible to consistently achieve
- Avoid permanent capital loss and take advantage of market fluctuations
- We seek to produce consistent risk adjusted returns
MOST INVESTORS TRY AND DELIVER THE HIGHEST RETURNS POSSIBLE AND FAIL, WE USE WEALTH PRESERVATION TO PRODUCE CONSISTENT REAL RETURNS
GLOBAL ASSET ALLOCATION
- Diversity through. Proactive Global Management
- Targets long-term growth with less volatility than global equities
- Upside participation and downside protection through market and economic cycles by diversification
- Invests across asset classes, capital structures, regions, currencies and sectors and alternative asset classes
1. Global multi asset class fund of funds giving a balanced approach
2. Real Returns from Equities investing in deep value equities buying companies with strong franchises that are mispriced
3. Fixed Income investing in companies with strong franchises that can survive periods of significant market distress
4. Special Situations involving niche external funds not available in the market place, special situation opportunities from around the world and distressed opportunities