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Proprietary management
Our Proprietary Management
Proprietary management in wealth management firms offers a custom, in-house investment strategy. It enables quick adaptation to market shifts and unique market opportunities, using advanced analytics to manage varied portfolios. In equity funds, this includes Innovation, Growth, Core, and Low Volatility Funds, each targeting different market segments and investor goals, from tech innovation to market stability.
Equity Innovation Fund
Explore cutting-edge innovation with our Equity Innovation Fund, targeting dynamic companies at the forefront of Artificial Intelligence, Cloud Database Storage, and Fintech. These firms are not just participating in their sectors; they are driving their transformation, poised for substantial impact with an anticipated revenue growth trajectory of over 25%.
Equity Growth Fund
Our Equity Growth Fund strategically places you in the ranks of Large Cap industry pioneers, showcasing not only robust market caps but also remarkable growth and profitability. We pinpoint sectors like Semiconductors and Software Infrastructure that are essential to economic progress, aiming for a revenue growth sweet spot between 15-25%.
Equity Core Fund
The Core Equity Fund is your gateway to investing in industry titans who not only shape but also command their market sectors. With a focus on areas such as Consumer Electronics and Healthcare, we target companies that are industry benchmarks, striving for a consistent revenue growth target of 12-15%, which is a testament to enduring market influence.
Equity Low Volatility Fund
Solidify your investments with our Equity Low Volatility Fund, which concentrates on industries known for their resilience and steady performance, such as Consumer Goods and Healthcare. The fund is dedicated to firms that offer both a foundation to daily life and a potential for stable revenue growth of 7-12%, ensuring a balanced portfolio with minimized risk.
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