Throughout the Pampas grasslands of Argentina one can find scattered sparsely a large, resilient tree called the Ombu with a beautiful 10 – 15 metre wide canopy and a height of up to 20 metres. They are particularly robust trees capable of sustaining temperatures from below freezing to upper 30°’s C, hurricanes and insect infestations. They are salt resistant and due to their massive water-storing trunks able to withstand drought. There is ongoing research into the medicinal benefits of their seeds and leaves which are a rich source of several ribosome-inactivating proteins which could be used for treatment of fungal, viral and bacterial infections.
The African Baobab is typically found in the dry, hot savannahs of sub-Saharan Africa where they dominate the landscape and reveal the presence of a watercourse from afar. Steeped in legend and superstition they are known for their longevity of up to 1500 years and are valued as sources of food, water, health remedies or as places of shelter. They can grow to between 5 – 25 to metres in height and their bottle shaped trunks reach a diameter of 10 – 14 metres with a wide root span that enables them to survive in dry climates. Their fruit is high in antioxidants, vitamins and calcium and is being imported into developed countries as a “Superfood”.
CLIENTS NEEDS FIRST
Our goal is to be a positive change in the industry and our success is measured by the satisfaction of our clients.
AVOID (OR DISCLOSE) CONFLICTS OF INTEREST
We don’t like conflicts of interests and avoid them, if they occur we disclose them. Simple.
We are an owner managed business and our success and that of our clients is predicated on successful portfolio performance, excellent client service and sound advice.
We charge an extremely fair fee for what we do. We are competitively priced.
PASSION FOR INVESTING
Everyone in the company enjoys investing, invests their own money in financial markets and studies and reads the market daily, sometimes obsessively.
We use technology to improve and streamline everything we do and are not inhibited by inefficient or problematic legacy systems.
We disclose risks and fees clearly and ensure clients understand everything necessary to make well-informed decisions.
Investment Universe & Risk Profile Agreed
A discussion about return objectives, constraints and willingness and ability to take investment risk.
Strategic Asset Allocation
Is Equity only appropriate or is a Fixed Income and Equity mix more suitable.
Tactical Asset Allocation
We tactically tilt from the Strategic Asset Allocation based on economic, geopolitical or valuation signals which present opportunities to over and underweight certain sectors or countries.
Selection of core ETFs for Strategic Portfolio
To implement the Strategic Asset Allocation we select the core ETFs which make up your portfolio with consideration given to your objectives and constraints.
Selection of appropriate ETFs for Tactical Asset Allocation
Before implementing a Tactical Tilt we consider if there are appropriate ETFs to express our view bearing in mind numerous factors.
Consider Traditional ETFs vs “Smart Beta” ETFs
Given the large number of new and dynamic ETFs in the market today, we keep an open mind as to whether or not a non-traditional ETF like a “Smart Beta” ETF is worth using instead of traditional ETFs.
Monitor and Rebalance the Portfolio
We monitor the position, country, region and asset class weightings continuously. Then using a combination of both Calendar Quarterly and Percentage of Portfolio rebalancing we adjust the portfolio to be in line with acceptable tolerance bands.