We have outsourced our fund administration, verify all details internally and appointed a 3rd party pricing verification service provider. All happens on a daily basis
Company Structure and Key Responsibilities
82% owned by executive management
Idea Generation (Steps 01 and 02)
Our investment team has a number of years in the market with a diverse range of relationships and experience and, as a result, can often spot ideas or trends before less experienced managers
Refine Idea (Step 03)
Using a multi-level process, we refine our ideas by assessing the value proposition, understanding the potential business investment and its earnings drivers, and then looking in more detail at layers of research within the company itself
Portfolio Construction (Steps 04 and 05)
Once a particular investment idea has been approved by our portfolio management team, it is then considered for inclusion into the relevant funds
Assessment of Decisions (Step 06)
We have proprietary developed monitoring tools which integrate with our fund administrator to give us daily insights into the portfolios
Culture and Environment
An environment that facilitates clear and innovative thinking
Succession Plans
It is the goal of all the analysts to eventually become portfolio managers and it is therefore an ideal breeding ground for grooming portfolio managers with the Rezco investment philosophy ingrained in them
Company Policies
Company policies are listed here
Incentive Structures
The bonus pool consists of 30% of net income after reserves and giving to Social Development
Treating Customers Fairly (TCF)
Here is a copy of our latest TCF policy: Treating Customers Fairly Policy