Investment management

We specialize in building long-term and sustainable investment portfolios as well as profitable investment strategies to benefit from dislocations in key parts of the public and private markets across asset classes and geographies.

Our uniquely pragmatic approach to investment structuring and management is key to our success.

Managed Accounts

Our active management of diversified portfolios on a discretionary basis is designed to meet client liquidity requirements and deliver suitable risk-adjusted returns. We structure portfolios and define their strategic allocation based on client needs, market conditions, and asset class outlook. Our team works on carefully sourcing and acquiring suitable investments, and proactively manages and rebalances the portfolio and all underlying investments based on each client’s investment policy. Our expertise lies in the successful development and implementation of the investment policy statement which is the backbone of our approach to asset allocation. We spend considerable effort on managing the income, growth, and liquidity profile of our asset allocations to deliver the returns our clients need consistently.

Given that portfolio objectives are defined by client requirements, and market conditions are independent, we focus our attention on strategic and tactical asset allocation. We have developed proprietary strategies in multiple asset classes, supported by strong in-house research, that are consistent with our investment philosophy. These strategies are continuously monitored and enhanced to adapt to different market conditions and asset class cycles.

We take a practical approach to risk management by considering various historical and prospective downside scenarios and their potential effects on asset classes.  This approach helps protect our portfolios from market noise and ensures that we consistently meet short and long-term portfolio objectives.