Our goal is to help clients to develop a focused investment strategy by looking for opportunities where our experience and insight can release the potential of investments and lead to significant growth.

We typically look at strategic asset allocation and then examine individual asset class strategies in industry-specific investments as well as fixed income, equities, currencies, commodities, real estate, private equity, hedge funds and fund-of-funds. 

We assist our clients with their investment strategy, due diligence, review asset allocations, optimise and enhance portfolios and conduct valuations and business planning analysis on behalf of corporate investors, institutional investors and family offices.

Our investment approach utilises a range of methodologies including:

     ♦     Industry specific strategies and analysis
 

     ♦     Tactical investment strategies
 

     ♦     Long term investing
 

     ♦     Best of breed asset portfolio structures
 

     ♦     Hedging equity and fixed income positions
 

     ♦     Capital protected equity exposure
 

     ♦     Currency strategies

Portfolio Optimisation

Our proprietary portfolio optimisation methods provide our clients with strategic level processes for selecting and prioritising investments. Client management teams gain strong insight into investments with optimised processes and systems for all new investment capital requests. Investments are objectively reviewed and scored against multiple dimensions, such as contribution to strategic objectives, strength of business case, aggregate levels of risk, as well as financial and non-financial benefits. This highly objective methodology helps clients to restrict low-value or underperforming investment initiatives and reallocate resources to high-value new investments.