High Conviction Archives - Rezco Asset Management Institutional Due Diligences

Do you employ a strategic or tactical asset allocation approach to your research?

July 16, 2015 - FAQ, Investment Philosophy & Process - Tagged With: Asset Allocation, GICS Sectors, High Conviction, Sector Allocations, Stock Selection

Both. We have defined strategic asset allocation buckets for each of our funds – the strategic allocations vary by level of conviction

How many investments do you think an analyst should cover at any point in time?

June 11, 2015 - FAQ, Investment Philosophy & Process - Tagged With: Benchmark Agnostic, High Conviction

Our investment philosophy is completely benchmark agnostic and, therefore, there is no need to cover all stocks in detail simply because they are part of some index

Our Investment Philosophy

May 14, 2015 - Investment Philosophy & Process - Tagged With: Asset Allocation, Benchmarks, GARP, High Conviction, Investment Philosophy, Stock Selection

Preserve capital during bear markets and participate in bull markets

Portfolio Construction (Steps 04 and 05)

May 13, 2015 - Investment Philosophy & Process - Tagged With: Asset Allocation, Benchmark Agnostic, GICS Sectors, High Conviction, Macro Economic, Rezco Stable, Rob Spanjaard, Sector Allocations, Stock Selection

Once a particular investment idea has been approved by our portfolio management team, it is then considered for inclusion into the relevant funds

Recent Updates
- What sets your philosophy apart from your peers? September 28, 2017
- Do you have a minimum number of holdings? August 8, 2016
- Are managers required to expose their own personal capital to the fund? August 8, 2016
- Could you please provide clarity around your method to understand the extent of the opportunity, rather than to rely on the instrinsic value? January 28, 2016
- To what extent are Rob’s skills transferred onto the wider team? January 28, 2016
- Professional Indemnity September 25, 2015
- Statutory Licences and Documentation July 23, 2015
- Do you employ a strategic or tactical asset allocation approach to your research? July 16, 2015
- No Key Client Risk June 24, 2015
- How many investments do you think an analyst should cover at any point in time? June 11, 2015
- Audit and Risk Committee June 8, 2015
- Unit Classes and Fees June 8, 2015
- Socially Responsible Investing May 25, 2015
- Operational Flow Diagrams May 20, 2015

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Recent Updates