Our Investment Procedure
Our investment procedure has been developed over many years and has been challenged by multiple market conditions, volatility and global economic circumstances that have proven its value.
By integrating the foresight and judgements formulated through our regular forums, which are designed to forecast market direction and economic projections over the up-coming months and years, our top-down analysis is integrated with the bottom-up viewpoint arrived at by our experts’ valuable research of individual companies stock, sectors and markets. These forums, made up of skilled investment managers, business leaders and leading economic figures, directs our focus and decisions on an on-going basis.
Our philosophy dictates that a well-educated outlook on economy-wide phenomena is crucial to our strategy, being based on proactivity and foresight rather than attempting to react to events that have already happened.
Identifying global trends early allows us to research and identify opportunities and mitigate risks well before they transpire.
Several times a year, our investment professionals gather to deliberate and examine the current condition of the world markets and economy and highlight trends that we feel will impact investment policy moving forward.
Over a long period of time, these assemblies have helped us to stay in front of world financial events and foresee upcoming challenges that our clients may face.
Our bottom-up processes are combined with our uncompromising top-down research methods to identify the most beneficial opportunities globally for our client base..
Our investment team is made up of sector, industry, geographical and specialised portfolio managers together with global credit analysts.
They also make use of our own self-developed risk management technologies, our immensely adept trading department and decades of pioneering investment prowess.
Our forums foster the great work of Olivier and Mann’s Investment Panel which comprises of our most senior professionals including David Olivier and all senior investment officers – each of whom shepherds a dedicated line of assets and are completely involved at all stages of the process.
The Investment Panel refines and condenses the insight gathered into a cohesive and focused investment framework.