PORTFOLIO MANAGEMENT

A solution to meet your financial goals

• Thematic Overlay

Identify global investment opportunities that will benefit from long term global themes and structural trends.

Emerging market consumer, Global brands, Water, Aging, Obesity, Waste, eCommerce, Disruptive Technologies, Water Scarcity, Cyber security, Energy efficiency, the ‘Internet of things’, Artificial Intelligence and Autonomous cars, and Healthcare advancements are but some examples.

Companies that benefit from these tailwinds should have a higher probability to outperform the broader market.

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• Style consideration

Overlay a style bias using company value and quality metrics. For example:

Cash flow and debt matrices

Dividend yield

Price to Earnings, Price to Book

Momentum and contrarian.

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• Exchange traded funds (ETF's)

Use as building blocks to gain exposure to broad themes and for exposure to certain geographic regions or sectors. Prudent view to use index funds for markets that are deemed efficient.

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• Third party funds

Invest in third party funds for diversification, alternative asset exposure and where the underlying assets cannot be invested in directly or replicated at an economic cost. Active managers in areas considered to be inefficient.  These could include listed Hedge Funds or listed Collective Investment Schemes.

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