Philosophy and Process

THE RIGHT APPROACH

At AFC we offer premium investment management based on an active multidisciplinary approach.

BESPOKE CLIENT PORTFOLIOS

The objectives of the investment should be aligned with those of the client. At AFC we offer individually tailored portfolios which are dynamically managed. Implementation follows only once a comprehensive needs analysis has been completed.

APPLY METHOD-ADD MARKET EXPERIENCE

We are rigorously analytical, mostly around the macro-environment. The investment style is thematic, with stock selection reflecting those elements believed to be impacting the investment environment at any point in time. As thematic investing relies on understanding the changes within economies, its implementation will result in portfolio structures which not always mirror market indices.

SUPERIOR PERFORMANCE AT BELOW AVERAGE RISK

We believe that most of the performance is derived from correct asset allocation and industry selection. Our expertise is multi-disciplinary, based on technical and quantitative analysis, as well as fundamental research. The byproduct of a thematic and behavioural approach is that views will sometimes not mirror market consensus. The crucial focus remains higher return with lower volatility.

PLOT YOUR CO-ORDINATES

Our method focuses on tactical entry into or exit from the markets. Shares are evaluated based on over or under valuation, relative value and cluster analysis to identify those that react within certain themes.

BE COMFORTABLE WITH YOUR POSITION

Our investment principals bring a combined 70 years of experience in financial markets. This gives us the requisite skills to navigate both bull and bear markets, as well as the temperament to manage uncertainty. The result is an integrated share portfolio that manages risk through harnessing diversity

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AFC Investment Management is an authorized Financial Services Provider. FSP Licence Number 706