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Add value to and beyond your mandate



As an investment boutique, the perfect fit for us is to work on a partnership basis with a small number of sophisticated and engaged institutional asset owners. The fact that half our mandates are in segregated accounts underlines the value of this attitude for clients and us alike.

Today you are faced with balancing the dilemma of generating sufficient returns to meet your liabilities and the challenge of navigating the turbulent investment landscape. We consider it our responsibility to work closely with you, be your trusted investment partner and assist you with addressing these issues. In addition to understanding them and delivering appropriate solutions to maximise returns, as your partner, we will:

  • Conduct ad-hoc research responding to your specific needs;
  • Share and discuss research findings with you which can result in innovative ideas and improved investment performance;
  • Act as an extension of your team, and, for example, if helpful, provide coaching on aspects of investment management;
  • Invite you to our conferences and events to exchange views with us and your peers;
  • As part of our long term outlook, add value to and beyond your mandate.