We believe our value-add, ultimately, is to deliver attractive risk-adjusted returns via bespoke portfolios based on the unique investment objectives of our clients. Our over-riding objective is to build ‘all-weather’ portfolios whose performance is not primarily predicated on the direction of broader markets. In that pursuit, we are relentless in searching for the best investment ideas, who in aggregate, deliver a return stream that exhibits low correlation to other investment alternatives over time.
Our local portfolio management team offers a wide range of bespoke investment portfolios to our existing and potential clients. The portfolios are customized according to the specific investor’s needs and risk parameters. In addition to discretionary portfolios, our team also offers non-discretionary and custody portfolios.