Our Investment Philosophy
OUR INVESTMENT PHILOSOPHY IS MINDFUL OF THE PEOPLE WE SERVE AND IS GROUNDED IN INDEPENDENT RATIONAL THINKING, DIVERSIFICATION AND LONG TERM VALUE CREATION.
Our investment team’s collective talent is harnessed to build portfolios that will preserve your capital and grow your wealth. This philosophy flows through everything we do at Private Client Asset Management and is the foundation from which we build our investment principles and processes. This philosophy guides our investment decision-making and results in more consistent outcomes over time.
We act in the best interest, and to the benefit of our clients at all times.
INDEPENDENT RATIONAL THINKING
We are mindful of the dynamics of FEAR and GREED.
A crucial part of risk management, so as to avoid permanent loss of capital.
CREATING VALUE OVER THE LONG-TERM
“…time in the market, not timing the market…”
Our PCAM Investment Universe
OUR PORTFOLIOS ARE UNIQUELY DESIGNED TO PRESERVE YOUR CAPITAL
AND GENERATE LONG-TERM WEALTH.
Our portfolios are designed to nurture your family wealth over the long term. Our investment process is guided by the collective decisions of an Investment Committee, led by Grant Alexander as Chief Investment Officer.
Independence is a fundamental component of this process – we are an independent, director-owned and managed organisation. Our investment choices, the strategies we implement, and our day-to-day management are not influenced by any parent institution.
PCAM INVESTMENT UNIVERSE:
Our Equity Selection Process
WE BUY QUALITY BUSINESSES AT REASONABLE PRICES.
The first step in our investment process is to identify quality companies that are not in financial distress and that trade at attractive valuations – not an easy challenge since businesses with these high-quality attributes and strong earnings power typically trade at premium valuations.
The second step involves fundamental bottom-up and top-down quantitative and qualitative analysis to establish an investment case for those companies. Companies are selected based on their potential for risk-adjusted returns and portfolio diversification.
EQUITY SELECTION PROCESS:
Our Segregated Portfolio Offering
PROFESSIONALLY MANAGED PORTFOLIOS. INDIVIDUAL ATTENTION.
Our specialised segregated portfolio offering provides direct access to the investment expertise of a single manager. We offer a range of local and offshore portfolios which are invested in listed securities, including companies listed both locally and abroad, as well as listed property and exchange traded funds.
Each portfolio is designed to meet specific needs and to assist clients in achieving their financial goals. We have an enviable track record of consistently generating robust investment performance outcomes for our clients.
FOCUSED PORTFOLIO OFFERING:
Our Multi-Manager and CIS Solutions
COMBINING BEST OF BREED LOCALLY AND OFFSHORE.
Our multi-manager solutions are underpinned by our ongoing investment process, and we work on both micro and macro levels. We combine the views of leading independent investment houses with our own in-house research on global markets and economic matters. From there, we develop a PCAM House View that feeds into our asset allocation and our decisions on portfolio construction and manager selection.
OUR MULTI-MANAGER INVESTMENT PROCESS:
Our PCAM Multi-Manager House View
A HALLMARK OF OUR SUCCESS ARE THE MULTI-MANAGER SOLUTIONS
WE HAVE RUN SINCE 2003.
In 2016 we integrated our multi-manager solutions into a range of risk-profiled Collective Investment Schemes (CIS’s). The different skills and investment styles of our managers are blended to reduce volatility and outperform over the long-term, using a combination of best-of-breed local and global unit trusts.
OUR MULTI-MANAGER SOLUTIONS:
DISCLOSURE: Collective Investment Schemes in securities are generally medium to long term investments. The value of participatory interests may go up or down and past performance is not necessarily an indication of future performance. The Manager does not guarantee the capital or the return of a portfolio.