Bespoke Portfolios
Overview
In addition to our model portfolios, Credo offers clients a Bespoke Portfolio service. This service takes into account the client's investment objectives, attitude and capacity for risk, expected returns, and investment restrictions.
We will construct a bespoke and well suited portfolio consisting of a combination of asset classes including equities, fixed income, alternative investments and property. Where appropriate we may include private equity investments.
Investment Philosophy
The construction of that portfolio may differ depending on the investment philosophy and methodology of your relationship manager or portfolio manager, as the case may be, (the Manager) with some Managers adopting Credo’s in-house investment philosophy and methodology, while others may apply a differentiated investment philosophy and methodology.
All Credo portfolios are nevertheless subject to the same regulatory rules and controls.
Long-term
investment
- We believe that wealth is best created and preserved through patient & disciplined investing focused on the long term
Value-based
approach
- We follow a value-based approach to investing
Quality
companies
- We seek to invest in high quality companies that are attractively priced relative to their future business prospects
Risk
understanding
- We view risk as permanent losses of capital and not in terms of short-term volatility