ACTIVE MANAGEMENT OF LONG-ONLY PORTFOLIOS

Strategically tilted portfolios of equities, fixed income and real assets.

We assist both individual and institutional investors in the field of traditional investments with a structured, multi-layered top-down approach put at work for determining portfolio structures at the asset class, industry, sub-industry and issuer level. We strategically tilt your portfolio towards aggressive or defensive investments based on the position in the overall market and economic cycles.

We evaluate the merits of investments both on an absolute and relative basis so that we select potential top performers out of pre-determined universes of suitable investments. The inclusion – exclusion criteria are based on a combination of analysis of market behavior, analysis of market fundamentals and analysis of relative strength based on our proprietary relative strength methodologies.

Individuals

We use a simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate asset mix;

2. We manage and re-balance your portfolio on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

Families

We take a holistic view on your family’s finances and then use our simple, structured approach to efficiently manage assets in all market environments:

1. We employ a consultative approach to understand key facts about your family’s investment profile and we recommend appropriate portfolio structures for each account you hold. This, in essence, will determine your asset mix at the group and account level;

2. We manage and re-balance your portfolios on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results per account and at the group / family level. We periodically review the suitability of your investment program(s) to identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

Retirees

We account for your naturally high level of risk aversion and tilt your portfolios towards safety and income. We then use our simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate asset mix;

2. We manage and re-balance your portfolio on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

Professionals

We account for your appetite to accumulate wealth in your prime years to build a better retirement base and tilt your portfolios towards growth and capital gains to an extent you’re comfortable with. We then use our simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate asset mix;

2. We manage and re-balance your portfolio on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

Executives

Financial advisory should extend beyond your investment needs and should include guidance regarding the prospects in your employer’s sector or industry as well as the larger economy.

We account for this plus your appetite to accumulate wealth at a faster pace to build a better retirement base; we thus tilt your portfolios towards growth and capital gains to an extent you’re comfortable with. We then use our simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate combinations asset mix;

2. We manage and re-balance your portfolio(s) on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

Entrepreneurs

Financial advisory should extend beyond your investment needs and should include guidance regarding the prospects in your firm’s sector or industry as well as the larger economy.

We account for this plus your appetite to accumulate wealth at a faster pace to build a better retirement base; we thus tilt your portfolios towards growth and capital gains to an extent you’re comfortable with. We then use our simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate asset mix;

2. We manage and re-balance your portfolios on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

High Net Worth Clients

We account for your appetite to combine capital appreciation and income strategies. We then use our simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate asset mix;

2. We manage and re-balance those portfolio models on our discretionary platform using a combination of technical and fundamental criteria. This ensures we consistently deliver absolute return in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

For Individuals

We use a simple, structured approach to efficiently manage your assets in all market environments:

1. We employ a consultative approach to understand key facts about your investment profile and we recommend an appropriate asset mix;

2. We manage and re-balance your portfolio on our discretionary platform using a combination of technical and fundamental criteria. We attempt delivering positive returns in good and bad times alike;

3. We constantly monitor your portfolio results and we periodically review the suitability of your investment program. This helps us identify changes you may need or want us to apply to your overall investment process;

4. Whenever needed, we apply changes and adjustments to your program after consulting with you and after explaining you all implications of such changes.

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