Straightforward
We believe in keeping things simple by investing in what we know best.
We invest in publicly traded and listed equities. As an investor in one of our funds you therefore indirectly own common stock in a company. Liquidity is always invested in short term, investment grade government paper.
We also sell index futures to protect the portfolios against market downturns. Index futures are highly liquid contracts that are traded daily through a central clearing institution.
Our investment funds have a daily price (NAV) that shows you the value of your investment. Shares in our funds can be bought and sold any given trading day.
We do not invest in complex or structured products nor do we invest in private equity or non listed securities.