Asset Management

Skycastle International Investments

Our Asset management solution offer the following Flagship Investment Solutions:

The Alternative Investment USD Portfolio
The Alternative Investment ZAR Portfolio
Multi-Asset Long Only USD Portfolio
Multi-Asset Long Only ZAR Portfolio
The Active Long-Only USD Portfolio
The Active Long-Only ZAR Portfolio

Our Asset Management Approach

Our objective is to achieve high single digit growth and Wealth preservation, allowing our clients the ability to leverage off our philosophy to make sure that their families financial futures will be secured. Using a top-down approach, we look at buying mega-cap, market-leading companies that generate significant amounts of cash, that withstand tough economic conditions. In doing so, it provides the portfolio with the ability to preserve capital, the ability to invest in great businesses at decent prices and pay dividends. As mentioned, where it’s practical and possible, we would look to phase in equities over a period of time to mitigate risk.
Our Asset Management services extend to Reg 28, Personal Share Portfolios, Retirement Annuities, Alternative Investments and Tax efficient structures by wrappers and Endowments both locally and Offshore .

Investment & Development Team

Investment Committee

The team meets regularly and has quarterly reviews on portfolio positioning in relation to current global trends and the Macro-economic backdrop to ensure the most favourable asset allocation is achieved. A Quarterly Bulletin is also compiled and updated to all client’s.

Chief Investment Officer :

Our investment committee is headed up by Greg Saffy, to note some of his accolades: CA (SA) and CFA Charter Holder, Top-rated financial services banking analyst for 10 years – also rated in small caps, corporate governance and property, Rated top 5 in South Africa (all analysts in all sectors) in a 2014 Extel survey. Won RMB deal of the year in 2014 – a track record of managing funds, sourcing deals, and restructuring. Extensive network both within the financial community and in numerous industries. Key expertise includes investment analysis, deal origination, and implementation.

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 South Africa

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

Each strategy will have a different aim and objective and risk profile associated with it. depending on the needs associated with the investment goals of the client a mixture of these portfolio’s can be used.

We have incorporated the most profitable strategies over the last 15-17 years, having back tested strategies and further refined the process to establish a winning universe of stocks, bonds, ETF’s and indices to optimize the strategies. These proprietary models generate reports that are discussed and reviewed by the Investment team continuously in order to provide insight to make timeous decisions for entering and exiting the market.

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

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

We have the ability to be short, long and hedged and by diversifying investment strategies, we aim to be positioned at all times to take advantage of all market types. By using this approach with a blend of strategies together with sound risk management principles we believe a positive expectancy is created to generate Alpha.

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)