We are excited to announce that we will soon be launching our new Managed Discretionary Account (MDA) product, tailored exclusively for wholesale investors. This innovative solution is designed to give investors a hands-off approach while capitalizing on long-term stock market opportunities.
Since 2007 we have been investing in listed equities (international & Australia) and have achieved
24% P.A. COMPOUNDED OVER 18 YEARS
This 18 year performance record is unmatched at most investment houses and is largely attributable to our multi-disciplinary and disciplined approach to investment and problem solving. These returns were achieved without the use of debt / leverage.
While our past out-performance does not guarantee future results, we believe our approach will outperform most passive investment strategies.
Our seasoned portfolio management team will oversee the account with full discretion, actively managing investments in international and Australian stocks that we identify as having strong long-term growth potential. With rigorous research and a disciplined investment strategy, we aim to build a portfolio centered around high-quality companies poised for sustainable out-performance.
The MDA product will allow investors to benefit from our market insights and experience, as we continuously evaluate and adjust the portfolio to align with evolving market conditions. We believe that our carefully curated selection of stocks will represents some of the best long-term buying opportunities in today’s market.
Stay tuned for more updates as we prepare for the official launch. We remain committed to delivering superior investment solutions and exceptional service, helping you achieve your financial goals over the long run.
In the mean time please contact us if you would like any information about the upcoming offer.
