The document provides information on research services from The Cedar Portfolio that aim to generate annual returns of 10-12% through real wealth investments and trading opportunities. It summarizes the portfolio's approach, which incorporates Austrian school of economics principles, smart beta factors, and qualitative analysis to identify global equities and trading opportunities. Contact information is also provided.
Cedar Portfolio Information Packet July 2019 Updatedcedarportfolio
The document provides an overview of research services offered by The Cedar Portfolio to help investors grow capital through real wealth investments and trading opportunities. It summarizes the portfolio's management team including a veteran floor trader, outlines challenges in today's investing environment, and describes the portfolio's approach which incorporates Austrian economic principles and quantitative and qualitative smart beta factors. The portfolio consists of three parts: a global equities pool, trading opportunities suggested by the floor trader, and suggested "cash holdings". Subscription details are also provided.
Cedar Portfolio Information Packet September 2019cedarportfolio
The document describes a portfolio management approach that utilizes 14 quantitative and qualitative "smart beta" factors based on Austrian school of economics principles to select global equities and suggest multi-asset trading opportunities. The portfolio aims to generate a 10-12% annual return in USD terms through businesses with strong corporate social responsibility programs. Backtesting results show the approach achieved outperformance relative to benchmarks for global, Brazilian, and Asian equities portfolios since 2005.
Cedar Portfolio Impact Investing Model Portfolio Dec 18 2019cedarportfolio
The document describes The Cedar Portfolio and its Cedargold Impact Investing Portfolio. The portfolio aims to achieve financial outperformance relative to benchmarks through investments in businesses that address ESG factors and impact investing, helping society and the environment. It utilizes a 14-step investment process that assesses quantitative and qualitative factors, and targets businesses involved in impact investing themes like sustainability. Backtesting from 2005-present shows the portfolio achieved higher returns with lower risk than the MSCI World Index. Contact information is provided for The Cedar Portfolio in Singapore, Toronto, and Chicago.
Greenfield Seitz Capital Management is a registered investment advisor located in Dallas, Texas that manages over $205 million in assets. The presentation provides an overview of the firm's investment strategy, process, performance and team. The firm aims to outperform the S&P 500 index over the long term through a fundamental, bottom-up stock selection process focused on quality companies trading at reasonable valuations. The strategy has achieved strong risk-adjusted returns and top quartile performance versus peers over multiple time periods.
The document summarizes Wells Fargo's small cap value equity investment strategy. It introduces the investment team and describes their philosophy of investing in undervalued small cap companies. It then outlines their three-step investment process of quantitative screening, fundamental research, and portfolio construction to select between 90-125 holdings while controlling risk. The team seeks to add value through bottom-up security selection and applying their process consistently over the long term.
The document provides an overview of Old Mutual Global Emerging Markets Fund. It discusses why emerging markets offer attractive opportunities due to factors like demographics, consumption growth, and currently depressed valuations. It introduces the experienced investment team and their bottom-up, valuation-focused approach. It outlines the multi-factor investment process, including rigorous fundamental analysis and risk management. Finally, it shows the fund's top holdings and strong long-term performance record versus peers.
Vunani Private Clients is proud to present highly rated Industrial Small to Mid-cap analyst Anthony Clark who has just released his much anticipated Top 5 stocks to own for 2016.
It is easy to see why Anthony Clark's Top 5 has become so popular, especially once looking at performance below:
In 2012 the Top 5 generated a cumulative return of +28%
In 2013 the Top 5 generated a cumulative return of +40%
In 2014 the Top 5 generated a cumulative return of +56%
In 2015 the Top 5 generated a cumulative return of +51%
Vunani provides asset management services including traditional and alternative investment management. They offer a variety of investment products including unit trusts, personal share portfolios, hedge funds, and bespoke portfolios. One product is the Vunani Emerging Companies Personal Share Portfolio, which is a fully managed small and mid cap portfolio. It aims to outperform the JSE Small Cap Index through selecting shares of promising small to medium companies. The portfolio has outperformed benchmarks with average annual returns of over 30% since inception. Vunani employs a rigorous investment process combining quantitative and fundamental analysis to select shares that show consistent business and share price performance for long term outperformance.
Cedar Portfolio Information Packet July 2019 Updatedcedarportfolio
The document provides an overview of research services offered by The Cedar Portfolio to help investors grow capital through real wealth investments and trading opportunities. It summarizes the portfolio's management team including a veteran floor trader, outlines challenges in today's investing environment, and describes the portfolio's approach which incorporates Austrian economic principles and quantitative and qualitative smart beta factors. The portfolio consists of three parts: a global equities pool, trading opportunities suggested by the floor trader, and suggested "cash holdings". Subscription details are also provided.
Cedar Portfolio Information Packet September 2019cedarportfolio
The document describes a portfolio management approach that utilizes 14 quantitative and qualitative "smart beta" factors based on Austrian school of economics principles to select global equities and suggest multi-asset trading opportunities. The portfolio aims to generate a 10-12% annual return in USD terms through businesses with strong corporate social responsibility programs. Backtesting results show the approach achieved outperformance relative to benchmarks for global, Brazilian, and Asian equities portfolios since 2005.
Cedar Portfolio Impact Investing Model Portfolio Dec 18 2019cedarportfolio
The document describes The Cedar Portfolio and its Cedargold Impact Investing Portfolio. The portfolio aims to achieve financial outperformance relative to benchmarks through investments in businesses that address ESG factors and impact investing, helping society and the environment. It utilizes a 14-step investment process that assesses quantitative and qualitative factors, and targets businesses involved in impact investing themes like sustainability. Backtesting from 2005-present shows the portfolio achieved higher returns with lower risk than the MSCI World Index. Contact information is provided for The Cedar Portfolio in Singapore, Toronto, and Chicago.
Greenfield Seitz Capital Management is a registered investment advisor located in Dallas, Texas that manages over $205 million in assets. The presentation provides an overview of the firm's investment strategy, process, performance and team. The firm aims to outperform the S&P 500 index over the long term through a fundamental, bottom-up stock selection process focused on quality companies trading at reasonable valuations. The strategy has achieved strong risk-adjusted returns and top quartile performance versus peers over multiple time periods.
The document summarizes Wells Fargo's small cap value equity investment strategy. It introduces the investment team and describes their philosophy of investing in undervalued small cap companies. It then outlines their three-step investment process of quantitative screening, fundamental research, and portfolio construction to select between 90-125 holdings while controlling risk. The team seeks to add value through bottom-up security selection and applying their process consistently over the long term.
The document provides an overview of Old Mutual Global Emerging Markets Fund. It discusses why emerging markets offer attractive opportunities due to factors like demographics, consumption growth, and currently depressed valuations. It introduces the experienced investment team and their bottom-up, valuation-focused approach. It outlines the multi-factor investment process, including rigorous fundamental analysis and risk management. Finally, it shows the fund's top holdings and strong long-term performance record versus peers.
Vunani Private Clients is proud to present highly rated Industrial Small to Mid-cap analyst Anthony Clark who has just released his much anticipated Top 5 stocks to own for 2016.
It is easy to see why Anthony Clark's Top 5 has become so popular, especially once looking at performance below:
In 2012 the Top 5 generated a cumulative return of +28%
In 2013 the Top 5 generated a cumulative return of +40%
In 2014 the Top 5 generated a cumulative return of +56%
In 2015 the Top 5 generated a cumulative return of +51%
Vunani provides asset management services including traditional and alternative investment management. They offer a variety of investment products including unit trusts, personal share portfolios, hedge funds, and bespoke portfolios. One product is the Vunani Emerging Companies Personal Share Portfolio, which is a fully managed small and mid cap portfolio. It aims to outperform the JSE Small Cap Index through selecting shares of promising small to medium companies. The portfolio has outperformed benchmarks with average annual returns of over 30% since inception. Vunani employs a rigorous investment process combining quantitative and fundamental analysis to select shares that show consistent business and share price performance for long term outperformance.
Greenfield Seitz Capital Management is a registered investment advisor founded in 1964 and based in Dallas, Texas. It manages $300 million in assets for high net worth individuals using a mid/large-cap growth at a reasonable price strategy. The firm is owned by its two principals and employs four investment professionals with over 70 years of combined experience. The presentation provides an overview of the firm's investment philosophy, process, portfolio characteristics, and long-term performance which has consistently ranked in the top decile compared to peers.
Greenfield Seitz Capital Management is a Dallas-based registered investment advisor founded in 1964 that manages $300 million using a mid/large-cap growth at a reasonable price strategy. The firm has a proven investment process focused on fundamental analysis, independent research, and identifying attractive long-term investment themes. Greenfield Seitz aims to outperform through a portfolio of 50-70 stocks that is well-diversified across sectors with no single position over 10% of assets.
Walter Aylett presented to the Senate Group on Aylett & Co, an independent investment management firm founded in 2005. He provided an overview of the firm's capabilities, investment philosophy, process and team. Aylett & Co aims to invest in quality businesses and takes a long-term view. The presentation included discussion of the firm's funds and stock selection approach, as well as their current market view and concerns around short-termism in the market.
Cedar Portfolio Impact Investing Model Portfolio Jan 7 2020cedarportfolio
The document describes The Cedar Impact Investing Portfolio, which aims to help society and the environment through financially outperforming investments that address environmental, social and governance factors. The portfolio targets returns above industry benchmarks through businesses with strong corporate social responsibility programs involving impact investing. It is led by an experienced trader and aims to generate yield in a low interest rate environment while preserving purchasing power and mitigating risks. The portfolio's approach incorporates responsible investing focused on impact investing, ESG factors and social responsible screening to achieve dual goals of societal benefit and financial returns.
Greenfield Seitz Capital Management is a Dallas-based registered investment advisor founded in 1964. The presentation provides an overview of the firm, including its investment strategy, team, process, portfolio characteristics, and performance. It manages over $200 million focusing on mid and large cap US stocks using a fundamentals-driven approach seeking superior long-term returns while maintaining capital preservation. The firm has a proven track record of consistently achieving top quartile performance versus its benchmark over multiple time periods.
Netwealth portfolio construction series - Building investment portfolios for ...netwealthInvest
Discover what markets could look like in the future and some of the strategies investors use in order to continue meeting their retirement goals with Josh Hall from Aberdeen Asset Management.
This document provides an overview and summary of the Investec Global Franchise Fund. It discusses the fund's objective of investing in quality, global companies with strong business models and management. It notes some of the fund's key attributes like its current fund size, launch date, geographic and sector allocations, and track record of outperforming benchmarks with lower volatility.
1) The document outlines Truffle Asset Management, a South African investment firm with over R6 billion in assets under management across various equity, balanced, flexible, and income funds.
2) It discusses Truffle's investment philosophy, which focuses on fundamental valuation and exploiting short-term market inefficiencies through a rigorous research process.
3) Truffle's funds have outperformed benchmarks and averages since inception, with its flexible and balanced funds returning over 19% annually.
Managing startup equity (Equity For Startups)Kesava Reddy
Among the more important decisions that an entrepreneur makes is that of raising capital. Many choices have to be made in this context: Debt versus Equity. Own funds versus Funding from outside investors and so on. These choices have long term implications for the entrepreneur as well as the start-up. Equity funding is essential for the growth of a startup. Apart from providing critical funding equity investors also often bring added value by way of connections and strategic advice.
At the same time raising equity capital means sharing control and sharing wealth with the investors in the firm. Allowing investors to engage with the management of the startup calls for a certain degree of compatibility between the investor and the management of the enterprise. Absence of such compatibility can lead to unhappy relationships between the investor and the management team.
All things considered, managing the equity of a start-up is among the most critical decisions that an entrepreneur needs to make. It involves many trade-offs on the entrepreneurial journey. Which makes Managing the Equity of A Start Up a challenge. What does dilution of equity mean? How does the arithmetic of dilution work? How does an entrepreneur decide on when to raise equity? And how much of equity to raise?
Netwealth portfolio construction series - Why are ETFs gaining in popularity ...netwealthInvest
Part of Netwealth's portfolio construction webinar series - Vinnie Wadhera from BetaShares presented to an audience on 14th September 2016 about Exchange Traded Funds (ETFs) and strategies on how ETFs can be used in a portfolio.
1) The document provides biographies and experience summaries for Andrew Bishop and Shamier Khan, portfolio managers at Element Investment Managers.
2) It discusses Element's investment philosophy and process, including a focus on long-term fundamentals, ESG factors, and capitalizing on market cycles.
3) The performance summaries show that Element's equity and balanced funds have outperformed peers and indices over multiple time periods, often placing in the top quartile for returns and risk.
This document provides biographies of three key individuals at Fairtree Capital:
1. Andre Malan, the Chairman of Fairtree Capital, has over 20 years of asset management experience including founding the Fairtree Market Neutral Fund in 2003.
2. Kobus Nel, the CEO of Fairtree Capital, has experience in corporate finance and was instrumental in the management buyout of the Fairtree Market Neutral Fund in 2006. He is also a co-fund manager of several Fairtree funds.
3. Bradley Anthony is the CIO of Fairtree Capital and has over 20 years of experience in financial roles including positions at several large financial institutions. He is responsible for investment processes at Fairtree.
This document provides an overview of the Investec Diversified Income Fund, including its performance, investment framework, and views on the current economic environment. Some key points:
- The fund has outperformed its benchmark over various time periods since inception, with an annualized return of 8% vs the benchmark's 7.3%. It aims to participate in rallies and protect in sell-offs.
- The investment framework focuses on balancing income, capital preservation, and diversification across different asset classes. In recent years it has benefited from exposures to bonds, credit, and selectively to property.
- Local economic growth is lagging while inflation is improving, which could allow interest rate cuts. However, external factors
How clients are reacting to uncertainty and how best to deal with itnetwealthInvest
Drawing on CoreData's just completed research Andrew Inwood shares insights into how Australian investors are reacting to the coronavirus uncertainty and how advisers can best support clients in this environment.
Netwealth portfolio construction series - Why you should consider investing o...netwealthInvest
Julian Beaumont from Bennelong Australian Equity Partners presented a webinar session on how to invest outside of the top 20 ASX stocks, for Netwealth on May 26, 2016.
This document provides insights for entrepreneurs on raising business angel investment. It discusses the equity raising process for startups, highlighting key tips such as building relationships with investors early, addressing the top investment criteria of management, exit potential and revenue potential, and creating a compelling executive summary and business plan. The document emphasizes that entrepreneurs should understand valuation and deal terms, have "skin in the game" through their own investment, and realize that raising external equity can accelerate company growth in a win-win scenario if investors receive an attractive return.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance versus a large ESG fund. The strategy is managed by a team with decades of investment experience, including a floor trader, CEOs, and advisors with expertise in macroeconomics, portfolio management, and ESG analysis. Interested parties can become shareholders or express interest in learning more about the investment strategy.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of the Austrian School of Economics and seeks businesses promoting UN Sustainable Development Goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interest in the investment strategy or becoming a shareholder, led by veteran trader Yra Harris and a team with expertise in ESG, economics, and finance.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using the principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interested parties to join as shareholders or express interest in the strategy. The management team is led by floor trader veteran Yra Harris and includes experts in ESG, macroeconomics, risk management, and sustainable investing.
Greenfield Seitz Capital Management is a registered investment advisor founded in 1964 and based in Dallas, Texas. It manages $300 million in assets for high net worth individuals using a mid/large-cap growth at a reasonable price strategy. The firm is owned by its two principals and employs four investment professionals with over 70 years of combined experience. The presentation provides an overview of the firm's investment philosophy, process, portfolio characteristics, and long-term performance which has consistently ranked in the top decile compared to peers.
Greenfield Seitz Capital Management is a Dallas-based registered investment advisor founded in 1964 that manages $300 million using a mid/large-cap growth at a reasonable price strategy. The firm has a proven investment process focused on fundamental analysis, independent research, and identifying attractive long-term investment themes. Greenfield Seitz aims to outperform through a portfolio of 50-70 stocks that is well-diversified across sectors with no single position over 10% of assets.
Walter Aylett presented to the Senate Group on Aylett & Co, an independent investment management firm founded in 2005. He provided an overview of the firm's capabilities, investment philosophy, process and team. Aylett & Co aims to invest in quality businesses and takes a long-term view. The presentation included discussion of the firm's funds and stock selection approach, as well as their current market view and concerns around short-termism in the market.
Cedar Portfolio Impact Investing Model Portfolio Jan 7 2020cedarportfolio
The document describes The Cedar Impact Investing Portfolio, which aims to help society and the environment through financially outperforming investments that address environmental, social and governance factors. The portfolio targets returns above industry benchmarks through businesses with strong corporate social responsibility programs involving impact investing. It is led by an experienced trader and aims to generate yield in a low interest rate environment while preserving purchasing power and mitigating risks. The portfolio's approach incorporates responsible investing focused on impact investing, ESG factors and social responsible screening to achieve dual goals of societal benefit and financial returns.
Greenfield Seitz Capital Management is a Dallas-based registered investment advisor founded in 1964. The presentation provides an overview of the firm, including its investment strategy, team, process, portfolio characteristics, and performance. It manages over $200 million focusing on mid and large cap US stocks using a fundamentals-driven approach seeking superior long-term returns while maintaining capital preservation. The firm has a proven track record of consistently achieving top quartile performance versus its benchmark over multiple time periods.
Netwealth portfolio construction series - Building investment portfolios for ...netwealthInvest
Discover what markets could look like in the future and some of the strategies investors use in order to continue meeting their retirement goals with Josh Hall from Aberdeen Asset Management.
This document provides an overview and summary of the Investec Global Franchise Fund. It discusses the fund's objective of investing in quality, global companies with strong business models and management. It notes some of the fund's key attributes like its current fund size, launch date, geographic and sector allocations, and track record of outperforming benchmarks with lower volatility.
1) The document outlines Truffle Asset Management, a South African investment firm with over R6 billion in assets under management across various equity, balanced, flexible, and income funds.
2) It discusses Truffle's investment philosophy, which focuses on fundamental valuation and exploiting short-term market inefficiencies through a rigorous research process.
3) Truffle's funds have outperformed benchmarks and averages since inception, with its flexible and balanced funds returning over 19% annually.
Managing startup equity (Equity For Startups)Kesava Reddy
Among the more important decisions that an entrepreneur makes is that of raising capital. Many choices have to be made in this context: Debt versus Equity. Own funds versus Funding from outside investors and so on. These choices have long term implications for the entrepreneur as well as the start-up. Equity funding is essential for the growth of a startup. Apart from providing critical funding equity investors also often bring added value by way of connections and strategic advice.
At the same time raising equity capital means sharing control and sharing wealth with the investors in the firm. Allowing investors to engage with the management of the startup calls for a certain degree of compatibility between the investor and the management of the enterprise. Absence of such compatibility can lead to unhappy relationships between the investor and the management team.
All things considered, managing the equity of a start-up is among the most critical decisions that an entrepreneur needs to make. It involves many trade-offs on the entrepreneurial journey. Which makes Managing the Equity of A Start Up a challenge. What does dilution of equity mean? How does the arithmetic of dilution work? How does an entrepreneur decide on when to raise equity? And how much of equity to raise?
Netwealth portfolio construction series - Why are ETFs gaining in popularity ...netwealthInvest
Part of Netwealth's portfolio construction webinar series - Vinnie Wadhera from BetaShares presented to an audience on 14th September 2016 about Exchange Traded Funds (ETFs) and strategies on how ETFs can be used in a portfolio.
1) The document provides biographies and experience summaries for Andrew Bishop and Shamier Khan, portfolio managers at Element Investment Managers.
2) It discusses Element's investment philosophy and process, including a focus on long-term fundamentals, ESG factors, and capitalizing on market cycles.
3) The performance summaries show that Element's equity and balanced funds have outperformed peers and indices over multiple time periods, often placing in the top quartile for returns and risk.
This document provides biographies of three key individuals at Fairtree Capital:
1. Andre Malan, the Chairman of Fairtree Capital, has over 20 years of asset management experience including founding the Fairtree Market Neutral Fund in 2003.
2. Kobus Nel, the CEO of Fairtree Capital, has experience in corporate finance and was instrumental in the management buyout of the Fairtree Market Neutral Fund in 2006. He is also a co-fund manager of several Fairtree funds.
3. Bradley Anthony is the CIO of Fairtree Capital and has over 20 years of experience in financial roles including positions at several large financial institutions. He is responsible for investment processes at Fairtree.
This document provides an overview of the Investec Diversified Income Fund, including its performance, investment framework, and views on the current economic environment. Some key points:
- The fund has outperformed its benchmark over various time periods since inception, with an annualized return of 8% vs the benchmark's 7.3%. It aims to participate in rallies and protect in sell-offs.
- The investment framework focuses on balancing income, capital preservation, and diversification across different asset classes. In recent years it has benefited from exposures to bonds, credit, and selectively to property.
- Local economic growth is lagging while inflation is improving, which could allow interest rate cuts. However, external factors
How clients are reacting to uncertainty and how best to deal with itnetwealthInvest
Drawing on CoreData's just completed research Andrew Inwood shares insights into how Australian investors are reacting to the coronavirus uncertainty and how advisers can best support clients in this environment.
Netwealth portfolio construction series - Why you should consider investing o...netwealthInvest
Julian Beaumont from Bennelong Australian Equity Partners presented a webinar session on how to invest outside of the top 20 ASX stocks, for Netwealth on May 26, 2016.
This document provides insights for entrepreneurs on raising business angel investment. It discusses the equity raising process for startups, highlighting key tips such as building relationships with investors early, addressing the top investment criteria of management, exit potential and revenue potential, and creating a compelling executive summary and business plan. The document emphasizes that entrepreneurs should understand valuation and deal terms, have "skin in the game" through their own investment, and realize that raising external equity can accelerate company growth in a win-win scenario if investors receive an attractive return.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance versus a large ESG fund. The strategy is managed by a team with decades of investment experience, including a floor trader, CEOs, and advisors with expertise in macroeconomics, portfolio management, and ESG analysis. Interested parties can become shareholders or express interest in learning more about the investment strategy.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using principles of the Austrian School of Economics and seeks businesses promoting UN Sustainable Development Goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interest in the investment strategy or becoming a shareholder, led by veteran trader Yra Harris and a team with expertise in ESG, economics, and finance.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests using the principles of Austrian economics and seeks businesses promoting UN sustainable development goals. Backtesting from 2005-2020 showed outperformance compared to a large ESG fund. It invites interested parties to join as shareholders or express interest in the strategy. The management team is led by floor trader veteran Yra Harris and includes experts in ESG, macroeconomics, risk management, and sustainable investing.
Cedar Austrian Economics ESG Investment Strategycedarportfolio
The document introduces the Austrian Economics ESG Investment Strategy, which aims to help society and the environment while achieving outperforming returns. It invests in businesses promoting the UN's 17 Sustainable Development Goals using principles of Austrian economics and impact investing. Backtesting from 2005-2020 showed it outperformed one of the largest ESG funds. The strategy is managed by a team with decades of experience in finance, economics, trading, policy and ESG/sustainability.
The Visium Institutional Partners Fund is a long/short equity healthcare fund that has posted strong returns since its inception in 2005. The fund is managed by a team of over 25 investment professionals with deep expertise in conducting fundamental research across major healthcare sectors. The team employs both financial and scientific/medical analysis for long and short positions to generate unique insights. Rigorous research aims to determine accurate risk-reward profiles and high conviction levels for each investment. Catalysts and development schedules are closely tracked to enhance returns.
Boardwalk Capital Management is an independent investment advisory firm based in Atlanta, Georgia that was founded in 2009. It manages portfolios for investors who want to connect their assets with social values without sacrificing returns. Boardwalk brings decades of investment experience and unique expertise in sustainable investing to customize each client's portfolio according to their specific values. It constructs portfolios using both traditional and socially impactful investments like ESG equities, quality of life bonds, and renewable energy to achieve competitive returns while reducing overall portfolio volatility.
This document provides an overview of the Anchor BCI Equity Fund, a South African equity portfolio managed by Anchor Capital. It seeks long-term capital growth through a bottom-up stock selection process that favors quality stocks. The fund constructs its portfolio based on fundamental research, focusing on stocks with strong returns on capital and cash flows. While it considers valuation, the fund's style is not strictly 'value'. It can invest in offshore instruments for efficient portfolio management. The minimum investment is R25,000 and the fund aims to maintain over 80% equity exposure.
Greenfield Seitz Capital Management is a registered investment advisor based in Dallas, Texas that manages $300 million in assets for high net-worth individuals. The firm focuses on a mid/large-cap growth at a reasonable price strategy and conducts thorough fundamental analysis of companies. Greenfield Seitz has achieved consistent top decile performance over the past 20 years compared to its benchmark and maintains a portfolio of 50-70 stocks across multiple sectors to provide diversification and capital preservation.
Greenfield Seitz Capital Management is a Dallas-based registered investment advisor founded in 1964 that manages $300 million using a mid/large-cap growth at a reasonable price strategy. The firm has a proven investment process focused on fundamental analysis, identifying attractive investment themes, and searching for excellent management teams. Portfolios consist of 50-70 stocks that are diversified by sector with a maximum position of 10% in any single stock.
Russell Luce • Foresters Equity Services
- Slicing the market: An active manager's view of a complex investment world by Ron Rowland
- Recession job losses finally recovered
- Profit with business valuation (Mark Miehe, SII Investments)
This document summarizes the investment approach of BakerAvenue Asset Management. They practice an actively managed, prudent approach to asset allocation by considering macroeconomic factors, fundamental analysis, and technical indicators. This allows them to raise cash and reduce risk exposure when markets become overvalued or show signs of weakness. They offer multiple portfolio strategies that pursue this prudent, pragmatic approach across asset classes like equities, fixed income, and alternatives.
Prime Financial Group has a comprehensive investment process. How we evaluate and choose where investments are made is an extensive, collective process. It incorporates a structured in depth research and analysis process.
www.primefinancial.com.au
NOVA is a multi-manager multi-strategy managed asset program looking for seed capital. This presentation represents simulated returns comprised of actual manager trading results.
Aspiriant sought a single marketing agency to handle all of their needs in a consistent manner. Proforma became their go-to agency, designing newsletters, email templates, and print materials while consistently applying Aspiriant's brand standards. Proforma also supported the launch of Aspiriant's pioneering risk-managed global equity fund by crafting messaging, designing websites and financial collateral.
This document provides information on AIA Capital Technology Fund, L.L.C., a long/short technology hedge fund. It discloses various risks and that this is not an offer to sell investments. The fund will utilize five investment strategies focused on technology companies, including new issue equities and debt securities. It is targeted at institutional investors like pension funds. The management team has over 50 years of combined experience. The goal is to achieve $50 million in assets under management by utilizing proprietary strategies and risk management processes.
Kijana Mack - Ashton Global PresentationKijana Mack
The Ashton Global International Small-Cap Fund seeks to generate returns through investing in mispriced small-cap stocks and special situations globally. The fund's portfolio managers identify undervalued companies trading below intrinsic value, with a focus on smaller companies. Not constrained by benchmarks or sectors, the fund has the flexibility to invest where it finds the most value. Since inception in 2014, the fund has outperformed its benchmark with lower volatility through its deep value approach.
The document describes several investment strategies offered by Wisehaupt, Bray Asset Management:
1) A "go anywhere" strategy that seeks risk-adjusted returns and long-term outperformance of the S&P 500 through a mix of equities, fixed income, or cash.
2) A dividend strategy focused on high-quality large cap stocks with rising dividends.
3) A utility dividend strategy seeking growth from high-quality, high-yield utility stocks.
It provides an overview of the objectives, investment processes, and types of assets included for each strategy.
HighTower Bethesda is a financial advisory firm founded in 2007 that provides wealth management services. It has over 50 advisor teams and 143 total advisors across 42 offices nationwide. HighTower uses a three-step process of analysis and planning, implementation and execution, and ongoing monitoring and management to provide clients with thoughtful financial guidance focused on generating risk-adjusted returns and meeting long-term objectives. The firm offers diversified portfolio solutions including stocks, bonds, alternatives, and customized strategies.
HighTower Bethesda is a financial advisory firm founded in 2007 that provides wealth management services. It has over 50 advisor teams and 143 total advisors across 42 offices nationwide. HighTower uses a three-step process of analysis and planning, implementation and execution, and ongoing monitoring and management to provide clients with thoughtful financial guidance focused on generating risk-adjusted returns and meeting long-term objectives. The firm offers diversified portfolio solutions including stocks, bonds, alternatives, and customized strategies.
Similar to Cedar Model Portfolio Services Information Packet June 19 2019 (20)
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
South Dakota State University degree offer diploma Transcriptynfqplhm
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Dr. Alyce Su Cover Story - China's Investment Leadermsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
The Impact of Generative AI and 4th Industrial RevolutionPaolo Maresca
This infographic explores the transformative power of Generative AI, a key driver of the 4th Industrial Revolution. Discover how Generative AI is revolutionizing industries, accelerating innovation, and shaping the future of work.
Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
Enhancing Asset Quality: Strategies for Financial Institutionsshruti1menon2
Ensuring robust asset quality is not just a mere aspect but a critical cornerstone for the stability and success of financial institutions worldwide. It serves as the bedrock upon which profitability is built and investor confidence is sustained. Therefore, in this presentation, we delve into a comprehensive exploration of strategies that can aid financial institutions in achieving and maintaining superior asset quality.