A cornerstone of investment management is the ability to draw on multiple disciplines in order to make informed and educated investment decisions. Hence, at Effectus Capital Management, we acknowledge the merits of all types of investment skills and styles which enables us to make confident decisions which result in superior risk adjusted returns.
Our investment philosophy is premised on the fact that macro and sectoral trends and themes are key to investment performance. Hence, we utilise a top down approach (incorporating macro-economic factors and sectoral trends) together with a bottom up stock picking process (which makes use of quantitative and qualitative company specific factors such as its valuation, management, business model and cash flow momentum). We ensure that the overall position of the portfolio ties in with our macro-economic outlook and we make use of derivatives to reduce risk and preserve profits.
