ASSET MANAGEMENT
The right investment for everyone
Latest Works
The INVESTMENT ADVISORY LIMITED, is an established Asset Management business that prides itself on its extensive knowledge and successful track record.
Their business model has been thoroughly validated, providing a solid foundation for their operations. As the economy continues to improve and undergo reforms, a promising era of growth and value creation is anticipated.
This positive momentum has also led to the financialisation of assets, resulting in a growing market for mutual funds and alternative investments. The INVESTMENT ADVISORY LIMITED, is well-positioned to capitalize on these opportunities and deliver exceptional results for their clients.
ESTABLISHED, PROVEN AND EFFECTIVE
CURRENCY VOLATILITY AND NEGATIVE OR LOW DEPOSIT INTEREST
In today’s world, the environment for investors is more uncertain than ever, the dilemma about preserving assets has not been more pronounced for a long time. The main issue for long-term investors is the devaluation of the currency they are using for funds storage. The returns and savings made with investments can devalue after many years if the currency you use does not hold its value.
Shorter-term pain for the investors comes from negative interest rates on bank account deposits. However, it goes beyond merely losing value every day on a bank deposit. Money is pushed to move, and diversification alone is not sufficient for a stable pay-out. Also, in the open market, negative interest rates translated into higher costs of leverage. So, the environment, therefore, prohibits static behaviour and, at the same time, imposes charges on risk-taking.
Traditional Challenges & Performance
TRADITIONAL ASSET MANAGEMENT ANSWERS
To increase outcome independence, some management of assets is required. A traditional approach is a conservative approach where risk-taking is calculated and used selectively to create a diversified source of income. However, to maintain the activity on a balanced level, an incremental 24/7 participation in the markets ensures that every opportunity gets processed and selected, producing micro diversification activity.
INVESTMENT ADVISORY LIMITED, solutions bridge the gap between the protective conservative approach and the world of endless investment possibilities.
Shorter-term pain for the investors comes from negative interest rates on bank account deposits. However, it goes beyond merely losing value every day on a bank deposit. Money is pushed to move, and diversification alone is not sufficient for a stable pay-out. Also, in the open market, negative interest rates translated into higher costs of leverage. So, the environment, therefore, prohibits static behaviour and, at the same time, imposes charges on risk-taking.
VALUE PRESERVATION
OUR COMPANY PRINCIPLES
Strive for excellence in investment management
Treat our investors as partners and strive for excellence in our dealings with them
Be conscious of and positively contribute to our local community
Operate profitably and be frugal with our costs
Treat success with humility and failings with honesty
Conduct ourselves at all times with integrity and fairness
HOW WE INVEST
We find great companies with a high return on capital.
The value of a company is the amount of cash it will generate for its owners over its lifetime. It’s hard to work out what that figure is in advance so we are drawn to companies that have a control over their own profitability, usually because of the strength of their business franchise. We call this pricing power. It can take many forms; strong brands or market position, a unique niche, lowest cost of production, patents, and more.
We also look for a high return on capital. Most of the money generated by businesses is re-invested. If we want excellent returns, then that money needs to be re-invested at high rates. An enduring high rate of return is another sign of a great business.
SAFE AND SECURITY
MANAGEMENT AND PATIENCE
We consider a purchase of stock as handing over our money to a management team. We choose people that we believe possess integrity and will act in the interests of shareholders and look for management teams that are competent and honest.
Having found great companies and good managements, we wait for the opportunity to invest at attractive prices. This can take years and may never happen.
Great companies rarely trade very cheaply and if they do it is usually because there is some recent bad news for the company, its sector or the economy. We specialise in looking at these situations and determining whether the factors causing the price to fall are temporary or more permanent.
Occasionally, the market overreacts to short term negative developments and we get a great opportunity to invest with a long term horizon.