Discretionary Investment Management.
Our discretionary investment service focuses on the key drivers of financial markets. We employ a systematic, evidence-based approach that is both sophisticated and fully transparent. This provides our investors with clarity and confidence in every decision we make.
This market-leading approach is customised to each client, carefully aligning with your investment objectives, risk tolerance, and currency preferences.
Our processes are clear, robust & repeatable.
Our systematic investment strategies take cognitive and emotional bias out of the equation, enabling us to be agile and adapt the portfolio allocation when necessary. Our approach consistently adds value for our clients by having an all-weather solution minimizing the likelihood of capital loss irrespective of financial market conditions.
Repeatable
Our time-tested core strategies have shown resilience in all market conditions since their inception in 2016 (previously under Harver Capital SA).
We are using the same model free from emotional bias and cognitive error.
Clear
Grounded in common sense we tactically invest in a way best suited to the prevailing economic environment and market cycle.
We provide regular, no nonsense market insights and performance reporting.
Robust
Our tactical asset allocation drives our investment performance. We find the optimal asset allocation depending on the environment and your risk appetite.
Our portfolios are almost exclusively invested in exchange traded funds and other listed index trackers in order to maximise returns and diversification.
Evidence Based
Our approach has been honed by analysing decades of market and economic data with the prime objective of building a robust process to navigate the volatility of the financial markets.
Our portfolios are almost exclusively invested in exchange traded funds and other listed index trackers in order to maximise returns and diversification.
Our Investment Process.
Inputs
Asset Models
Portfolio
Growth
Inflation
Rates
Credit
Trends
Equities
Bonds
Gold & Commodities
Asset Risk Consultants (ARC) www.assetrisk.com is a highly respected firm providing independent investment consulting, performance analysis, and reporting. Our Core Strategies are monitored and rated by ARC Research Limited, and comprehensive peer-rated reports are available upon request.
Our Core Strategies.
Balanced
Our dynamic take on a classic medium-risk investment strategy. We actively manage our balanced mandate to seek shelter in challenging times and pursue a pro-growth bias when opportunities are plentiful. We have the freedom to exclude major asset classes from this investment mandate, thereby deviating materially from our peers and industry benchmarks to deliver superior returns while managing risk more effectively.
Multi-Asset Growth
We take a bold approach to this growth strategy, which is available as a portfolio, or via the NFG Partners SPC - Multi-Asset SP Fund. We have broad ranges for the investment in equities, fixed income, commodities, and specialist funds to deliver growth-biased returns in a higher-risk investment strategy. We enjoy particularly wide investment latitudes, which maximises the opportunity set available to us.
Equity Growth
This predominantly equity-based strategy is for high-risk investors seeking the long-term benefits of investing in equity markets. We actively manage underlying allocations; however, this strategy will consistently be 80% - 100% allocated to stock market instruments. Our equity mandate has no persistent style bias. We will invest in value, growth, low volatility, REITs, Emerging markets, and commodity stocks globally as our evidence-based investment approach dictates.
Nurturing growth and securing futures. On point.
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Contact us to discover how NFG Partners can support your financial goals.
PERFORMANCE
Balanced:
Asset Allocation.