Share
Portfolios
A concentrated portfolio of carefully selected stocks, local and/or offshore.
We curate bespoke segregated share portfolios for clients in either local Rands or foreign currencies (US Dollars, GBP, Euros).
Features of our actively managed share portfolios
- Personalised portfolios curated to your needs, preferences and goals.
- A concentrated number of high quality shares of the world’s best companies.
- Significantly lower fees compared to collective investments (unit trusts).
- Can be imbedded in Retirement and Living Annuities, Endowment Wrappers.
- Can be opened in the capacity of individuals, companies and trusts (local, offshore via asset swap).
- Ability to hedge positions to protect assets in times of high volatility and uncertainty without selling positions that would result in CGT and loss of dividend streams.
- Access to over 34 exchanges with a multitude of securities including shares, ETFs, ETNs, bonds, foreign exchange and CFDs (all on one account).
- Ability to open multiple currency accounts with one main currency account.
Our Strategy For Stock Picking
- Buy high-quality companies.
- Look for companies that are market leaders and/or market disruptors.
- Look for companies that have a history of high and consistent growth (earnings/dividends).
- Look for companies that have shown stability even through recessions, as core portfolio holdings.
- Seek a margin of safety (not all income should be paid out as dividends).
- Buy companies at reasonable prices.
- Sell companies when they reach or exceed their intrinsic value.
Speak to one of our financial professionals to find out which products are suitable to you and your financial scenario and goals.