Active Long-Only Investment Portfolio (USD)

Skycastle International Investments

ACTIVE LONG ONLY PORTFOLIO

STRATEGY & OVERVIEW

The strategy aims to deliver superior returns over a 3-to-5-year investment horizon. We look at buying mega cap, market leading companies that generate significant amounts of cash. This provides the portfolio with the ability to invest in great businesses at decent prices that pay dividends.

Exposure is limited to Bonds, Equity, ETF’s and Cash.

Our aim is to provide high single digit returns annually over a period of time

INVESTMENT & DEVELOPEMENT TEAM

The investment and development team is made up of Jason Farber, Dylan Bester, Paul Johnson and Rory Cassels. They are responsible for the key oversight on the Quadrant approach across all markets, implementation and management of overall strategies, positions and risk.

INVESTMENT UNIVERSE

Our Investment universe is made up of the top listed companies (by market capitalization) on the Nasdaq, Top 300 stocks on the S&P500 and selected stocks in China, Europe and South Africa. We also look at a bespoke list of companies listed on exchanges worldwide.

INVESTMENT PROCESS

The Active Long-Only Investment Portfolio uses quantitative principles supported by a qualitative overlay. These proprietary models generate reports that are discussed and reviewed by the Investment team daily in order to provide favourable risk to reward ratios with regards to Alpha generating returns.

All Investment decisions have been enhanced and walked forward in order to be robust across multiple markets.

a Fundamental perspective: We look at the top listed companies on the Nasdaq, S&P and Global markets. These are also the most liquid stocks listed on their respective exchanges.
a Technical/Quantitative perspective: Allows us to time the market and manage our risk efficiently – Entering and exiting out of various positions by following the defined strategies.
a Risk perspective: We look to provide our clients with favourable risk to reward ratios with regards to generating returns.

Skycastle international investments is a South African based company specializing in Asset management with a key focus in Alternative Investments both locally and offshore. We provide services that are critical to Investors and active traders across the globe (FSP 48889)