TAILORED TO YOUR NEEDS
Portfolios to meet different investor risk profiles.
Our Equity focused Discretionary Managed Service provides investors with a bespoke equity investment opportunity. This is ultimately designed around the knowledge and experience of our team, with the aim to identify and cater for our client’s investment objectives, financial position and the different risk profiles. We are committed to providing this Discretionary Managed Service which aims to add value to your investment exposure through our different accounts:
- Long Only Approach
- Geared Approach
- Aggressively Geared Approach
Investments need to be constantly monitored and adapted in line with macro-economic trends and equity market developments. It is our belief that a managed service allows us to react to news events and changes in the market place as swiftly as possible.
Our committee meets regularly to review market trends and developments, economic events and corporate news in order to adapt our investment stance to reflect our ongoing analysis
The complementary skills set of the team is key to performance. The investment committee adopts top-down macro-economic and thematic inputs allied with a fundamental bottom-up stock selection and technical chartist approach.
Our investment committee monitors the preservation of capital when reviewing the portfolios on a regular basis. This will include assessment on:
- Stop losses in leveraged situations.
- Benchmark risk.
- Relative sector performance.
- Portfolio risk/risk adjusted performance.