Investing

Over the years, a focused portfolio of quality companies has been one of the best compounders of capital. It is an investment philosophy that has offensive and defensive characteristics that make it a vastly superior way to own public equities than any other strategy of equity investment. This remains our core for portfolio construction.

Recently, passive investing, actively managed ETFs, and alternatives have attracted a significant portion of investment funds. Since everyone's investment horizon and risk appetite vary, we believe in a customised approach to portfolio construction based on individual requirements and circumstances. We use the following liquid building blocks and model portfolios for global asset allocations.

  • We offer direct investment in listed equities on all major exchanges around the world and the offering includes:

    • Quality companies – concentrated portfolio.

    • Dividend growth portfolio.

    • Individual equities.

    • Index tracking  - All major and certain minor indices.

    • Country or regional exposure - US, China, EU, UK etc.

    • Sector exposure – Semi conductors, Infrastructure, Cloud, AI and many more.

  • We do not believe in the traditional naming conventions for portfolios such as Balanced, Multi Asset, Growth, Value and many others, rather we believe in a customised approach to serve specific circumstances.   Our building blocks include:

    • Fixed income – US Core, Muni’s, corporate, High yield, other major international government bonds.

    • Money market strategies across the yield curve and duration.

    • Commodities – Physical gold and silver, mining operators including streamers.

    • Listed Real Estate – most investment grade jurisdictions.

    • Currencies

  • Investing in alternatives provides uncorrelated investment exposure other than traditional public markets.  The advent of daily priced, specifically focussed ETF’s that offer liquidity, has opened this market segment to all investors.  All offerings are vetted for issuer and terms and include.

    • Private Equity

    • Private Credit

    • Structured products with downside protection, specifically linked to S&P 500, Nasdaq 100, Russel 2000 and bitcoin.

    • Direct Swiss Real Estate

    • Other direct periodic opportunities offered to qualified investors.

Our expertise, your choice.