Growth Investment Strategy.

With greater risk comes greater returns.

Goal. To generate annual returns of over 20% per annum, with a positive annual return regardless of market conditions.


Investor profile.

Our Growth Investment Strategy is suitable for investors who desire to grow their wealth exceeding the market average. Clients typically choose this strategy during the accumulation phase of the investment cycle, where they have the time to manage the higher levels of volatility that come with high-growth investments.

In the long term, we aim for over 50% of the portfolio to be represented by high-quality companies with a high probability of generating above-average returns due to their significant competitive advantages. Buying into these companies at a reasonable price requires patience. These opportunities generally only come around when the market is in large decline due to a crisis roughly every five years or so. A detailed list of quality companies are tracked with ambitious entry price targets maintained. This process is valuable when turmoil hits the market, which is inevitable based on history and human nature. This is the best way to take advantage of such events.


Structure.

Concentrated (10 to 15 positions) with investments in:

 
  • Risk arbitrage investment opportunities

  • High quality company investments

  • Stock trading positions (long and short)

  • Unlisted equity investments

The Growth Investment Strategy requires a long-term

commitment and is not recommended for investors who

cannot commit for at least three years.

If you’d like to know more about our services please reach out.