FILTER SUITABLE INVESTMENTS FROM GLOBAL MARKETS WHICH BEST SUIT CLIENT’S INVESTMENT PERIOD AND INVESTMENT OBJECTIVES:
– Corporate Bonds
– Municipal Bonds
– Government Bonds
– Equity Securities
– Convertible Bonds
SELECTION OF INVESTMENT LIST BASED ON THE FOLLOWING CRITERIA:
– Industry life cycle in growth or maturity
– Financial stability
– Undervaluation
– Industry leader/geographical advantage
– Management with good track record
– Strong cash flow predictability
– Above average Return On Assets (ROA)
– Low sensitivity to business cycles
– Low currency risks
– High credit rating
INVESTMENT PORTFOLIO CONSTRUCTION FROM THE INVESTMENT LIST BASED ON THE FOLLOWING PRINCIPLES:
– Conservation of capital
– Balanced risk to return
– Portfolio diversification
– Interest rate risks minimization
ACTIVE MONITORING AND PORTFOLIO RE-BALANCING:
– Financial statements analysis
– Industry trends
– Maintain diversification
– Compound return/maximize total return
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