Services

Our portfolio of mostly equities means a higher year to year volatility of annual returns, including a higher risk of negative returns in any one year. The higher risk of negative returns in some years comes with an expectation of higher returns over the long term..

The Proposal

As a committed owner investor, we have complete discretion in allocating capital across both listed and unlisted assets and adopt a long-term investment approach. We closely monitor and proactively manage risks across market cycles.

The Outcome

We impose no restrictions or goals for concentration in specific asset classes, countries, sectors, themes, or individual companies. We conservatively manage leverage and liquidity to maintain resilience and versatility, even during periods of intense stress.

Appraisal

Our managers’ extensive expertise, intimate understanding of their respective markets, and constant engagement with other asset teams provide us with a competitive advantage in creating exceptional credit strategies for our clients.

Market Analysis

We hold that this combination of top-down and bottom-up investment strategies offers the greatest potential for securing superior, risk-adjusted returns in the long run.

Individual Treatment

We assess the macroeconomic situation, considering market predictions and investor positioning, before weighing the balance of risk and reward.

Personal Meeting

As a committed owners, we possess complete discretion to modify and realign our portfolios as needed in response to new opportunities or challenges. We can adopt concentrated positions or maintain a cash position.