A Grounded Approach. Blue-Sky Thinking.
Private Client Portfolios is where our skills and expertise really come to life. Guided by your Wealth Management plan, we structure your portfolio according to your specific needs. Continually growing wealth is a highly specialised and technical process, which is why our investment team uses their combined talent to build portfolios that maintain and generate wealth through the discretionary management of unique equity portfolios. Our goal is to outperform the JSE, which is something we’re proud to say that our conservative yet results-driven approach has consistently achieved for over 10 years.
Professionally Managed Portfolio. Individual Attention.
Working closely together with you, we ask the right questions and then devise and implement strategies to manage your portfolios according to your needs. That’s not to say our job is now done. Throughout the duration of our relationship, we constantly reassess and adapt your portfolio according to your changing personal circumstances or risk profile.
Minimum Risk. Maximum Performance
Our goal is to minimise portfolio risk levels while maximising performance. We do this by sourcing growth shares at excellent value relative to their peers. We also adopt a combination Bottom Up and Top Down macro-economic investment philosophy. This results in reduced risk and improved long-term performance.
We focus on companies that demonstrate outstanding growth potential, with dynamic management and those that trade at discounts to their intrinsic values. We also identify the blue chip companies of the future and blend these with quality shares that have proven track records. The process we adopt is one of collective decision making by an experienced investment committee, which is core to our organisation. This committee also implements the recommendations made by the investment team.
To create an optimal portfolio mix, we conduct our own in-house research in addition to drawing on information from various leading independent research houses. Our analysis focuses on identifying: • Sound management. • Solid performance and sustainability. • A low Price/Equity multiple relative to the consensus growth forecasts. • High prospective dividend yields. • High cash flow per share and low gearing. • High relative strength. • A strong competitive advantage.
An Outward Focus
As part of our client-centric service, we conduct full portfolio reviews of existing and prospective clients’ portfolios. We also provide a detailed report covering the global and local economic outlook, sector rebalancing strategies and specific share commentary. This provides an important context and backdrop against which to view your portfolio.