This is what is what I heard....- We are currently ranked #1 Long-Short Equity Fund YTD
Our Asset Management Business is Emperor Asset Management (
www.emperor.co.za). We are a boutique Asset Management company who strives to offer our clients a very bespoke, unique and transparent investment solution. Please visit our website above for a comprehensive overview of the Company and the Products.
Below is more about some of the key features of the investment :
Approach:
Geared exposure to South African Equities (Gearing based on clients risk appetite, never greater than 1.8 x investment value)
Quantitative Investment philosophy, with a 2 prong approach:
1) 50% Capital Growth – Stocks selected quantitatively based on momentum (buy high, sell high) criteria.
2) 50% Income – High Dividend yielding stocks selected quantitatively.
The result: Income - A high probability income yield from the portfolio of between 8-12% per annum. This can be withdrawn at a frequency you choose.
Capital Growth – 23% Average returns over the past 8 years.
Flexibility:
You can withdraw funds at anytime with no penalties.
No paperwork needs to be filled in to make a withdrawal, simply email us and the cash can be in your account on the same working day, worst case scenario the next day.
You can add to it as and when you like with no limitations, i.e. lump sums or on a monthly basis
We do not institute Direct Debits, it is up to you as a client to contribute when you can
Transparency:
Monthly reporting for your convenience (I have attached an example of a monthly report).
Full monthly break down of your fees and charges.
A breakdown of the basket of shares that make up your portfolio, including entry level prices, current value, number of days held, profit/loss per share and percentage weighting of the portfolio.
Sector Distribution break down.
Performance:
We aim to outperform the ALSI Top40 and this is reflected in the report.
Performance mandated fee structure – this means it is in our best interest to make you portfolio perform
We do not turn our clients portfolios as this has an immediate impact on performance figures, we aim to buy and hold positions to create sustainable portfolio’s that can be compounded and grow over time.
Risk:
The risk is determined by each client; we can be aggressive or conservative and part of this is determined by how long you intend to invest for.
Risk levels can be changed (up or down) in accordance with the market conditions.
Risk is mitigated by constantly evaluating the market using the MSX (Market Strength Index); this helps us determine how healthy the market is and whether it is the right time to raise or lower risk levels.
A phased in approach; we phase clients in over a period of time to mitigate market risk.
Client’s funds are not pooled together but rather each client has their own trust account and the investment is built around the client’s needs.
I think it would be wise to stick with the well known fund managers like CML, Allan grey, Sanlam, Old Mutual etc. The Emperor fund sounds very promising but not sure whether or not I can trust them 100%, yet.
