Special Opportunities Portfolio

The Credo Special Opportunities Portfolio is a concentrated, high-conviction portfolio that invests across large, medium or small-capitalisation stocks that have sufficient liquidity.

The portfolio has an opportunistic, bottom-up focus and a shorter time horizon than Credo's other diversified portfolios. The objective of this portfolio is to exploit shorter-term (less than five years) stock mispricings. This portfolio is currency and market agnostic and price sensitive.

Equity Solutions Brochure

Investment Philosophy

  • We believe that wealth is best created and preserved through patient & disciplined investing focused on the long term
  • We follow a value-based approach to investing
  • We seek to invest in high quality companies that are attractively priced relative to their future business prospects
  • We believe that the market’s short-term focus creates opportunities for those willing to concentrate on underlying business performance
  • We view risk as permanent losses of capital and not in terms of short-term volatility

Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.