EN POINTE – research & updates Bailey
Our superior track records are proof that primary and independent research and thinking adds material value to our clients.
“Consult with wise men. Let their wisdom protect they treasure from unsafe investments.”
- George S. Clason – from the book, The richest man in Babilon
Our world-class quantitative and qualitative research empowers us to provide our clients with the best investment opportunities.
“The only source of knowledge is experience.”
- Albert Einstein
The asset classes, investment managers and funds in which to invest are just as important as how much you save for retirement.
“We always count.”
- GraySwan motto
High conviction views
Different to the crowd
Investment advice and wealth management is not only about defining applicable asset allocations, benchmarks and selecting superior investment managers. It is about providing fully transparent and fair disclosure of any investment results as well as costs to investors, guaranteeing that all investment managers are assessed on a level and objective playing field. Investment advice and wealth management must include investment education, in depth discussions and clearly defined outcomes for investors. Via our En Pointe research we empower our clients to always be informed and to make high conviction and informed investment decisions.
When prospective new investment managers made presentations to the Fund, it was often proved that GraySwan had more knowledge of their history than the presenters. Consistent evaluation of investment managers was done and acted upon even when changes in teams dealing with our mandates were not reported by the...
The changes in Regulation 28 allowing investors to invest up to 25% of its assets with offshore investment managers and an additional 5% in African investments (excluding South Africa) has placed a renewed focus on offshore investment strategy and investment manager selection.
Outperforming the markets after fees consistently is not...
Tracker funds presents itself as powerful investing tools that can be used in conjunction with active investing to anchor a portfolio’s returns close to the index and to reduce costs. Just like any tool it should be used for the right purpose to avoid sub-optimal results.
What is Passive Investing?
Winston Churchill expressed it best when he said, “The price of greatness is responsibility.
Responsible Investing is a balancing act. Investors have to balance positive ambitions for a better world with the practical implications of implementing their long term investment strategy in search of superior returns. There is no question...
“There are risks and costs to action. But they are far less
than the long range risks of comfortable inaction.”
- John.F Kennedy
If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving off some weight...
Let’s look at the difference between hedge funds and “traditional” funds, as well as three different approaches to accessing hedge funds with an outline of advantages, disadvantages and costs.
The revised Regulation 28 has sparked renewed interest in hedge funds as an investment destination. Let’s explore the difference between hedge funds and “traditional” funds, as...
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.