Learn more about our decision and investment process in detail
Our investment process starts with the weekly meetings to determine the performance of our investments and their business outlook. Acting as fund of funds, we start with the big picture to include the direction of the local economy. From there we arrive at a consensus as to the amount of capital that should be allocated between our investments.CONTACT US
OUR DECISION PROCESS
In major investments the level at which investment decision making takes place will depend on the size and complexity of the investment or project and its performance sensitivity. For large projects or investments within a single industry, the role may typically rest at Business Director level, that is at the top of the hierarchy that forms the departmental chain of command.
Building an equity portfolio is not a simple process since it must take into consideration the future of particular industries and the companies within them. In all cases, we are looking for a combination of good management, prudent allocation of capital, and the return that capital provides. We believe in diversification, but we will overweight those industries and companies that have a more promising future.
CASH FLOW AND FUNDS
In sum, our investment process is continuous and flexible. More importantly, it must meet the goals and standards that our clients deserve. With our depth of expertise and long-term perspective, we work hard to preserve and enhance your wealth. We are here to help you achieve your goals.