Economies of Scale
When you buy shares you have to pay dealing costs and admin fees, which can eat away at the value of your investment.
About
Finance is a broad term that describes activities associated with banking, leverage or debt, credit, capital markets, money, and investments..
Essentially, finance represents money management and the process of acquiring needed funds. Finance also encompasses the oversight, creation, and study of money, banking, credit, investments, assets, and liabilities that make up financial systems. Many of the basic concepts in finance originate from microeconomic and macroeconomic theories. 2 Rice University via OpenStax. "Principles of Finance: 1.6 Microeconomic and Macroeconomic Matters." One of the most fundamental theories is the time value of money, which states that a dollar today is worth more than a dollar in the future. 3
Julien Miro
Fund Manager
Joan Williams
Senior Investment Analyst
Benedict Smith
Investment Analyst
Madlen Green
Head of Trading
Our Mission
Our Investment Principles
Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.
Benefits & Risks
Advantages of Managed Funds
The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.
- Diversification
- Potential wealth generation
- Cost-effective investment
- Access to a range of assets
- Geared exposure
- Underperforming investments
We Are Different
-
-
A Way to Spread Your Risk
Buying shares in only one investment company effectively gives you a diversified portfolio.
-
Manager’s Expertise
Each investment company uses professional management expertise.