Asset Class Investment Chain

Liquid Assets

  •  Liquid assets refers to securities which can be bought or sold within 48 business hours
  • The core portfolio strategy aims to hold net long equity positions in strong cash-generative businesses, with a bias towards value orientated companies. On conditional market cycles and portfolio optimisation, the strategy looks to take advantage of selected opportunities by means of;
      •           Fixed income
      •           Derivatives
      •           Event driven strategies
      •           Commodities
      •           Short equity
  • A stringent risk management process is employed in order to safeguard assets from outliers that have become ever-more present in the financial markets 

“Risk is more about what you don't know as opposed to what you do”

  • Specifically, the historical movement of an asset (standard deviation) is a guideline in pricing and allocating risk. A more thorough investigation incorporates and recognises the inherent “tail risk” in alternative as well as conventional investments

Private Equity

  • Focuses on sectors that cater to consumers, thus leveraging the rise of the consumer class in frontier and emerging markets
  • Investments are made across the capital structure, predominately in hybrid securities, allowing for lower downside risk, cash flow yields of 10%+ while maintaining significant upside potential
  • Strongly emphasises the need for initial and continuous on-the-ground expertise in invested regions
  • Value addition via reduced financing costs, structuring further capital injections via strategic partners, improving corporate governance and exclusive access to operational advisor's, lawyers, and consultants
  • Exit Strategy: Investment case is not dependent on specific exits or precise timing but instead on building solid businesses with scale and strong cash flow generation. Exits and returns are partially executed with coupons received on hybrid instruments

Real Estate

  •  Target investment covers principle holdings in prime property areas, specifically;
    •           South Kensington
    •           Chelsea
    •           Belgravia

Art Investments

  • Art is heterogeneous in nature and as such, are a unique asset class. Top quality art work is in our view a highly desirable asset in a portfolio, offering long term capital growth, requiring intelligent purchases with patient and semi-passive management


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