Leveraging on our research and investment capabilities, we provide managed account services. We partner with our clients and customize the investment strategy to achieve their unique investment goals. Our platform allows us to offer high quality and tailored investment and advisory services. Investors have engaged us to manage a combination of these portfolios:
- China Portfolio – A concentrated China-focused portfolio of up to 15 high-quality companies which have long-term capital appreciation potential.
- Sequoia Portfolio – A concentrated global portfolio of up to 25 high-quality companies which have long-term capital appreciation potential.
- Sprout Portfolio – A diversified global portfolio of up to 30 high return small cap companies which have the potential for capital appreciation.
- Offshore Dividend Income Portfolio – A diversified global portfolio of up to 30 income producing, steady cash flow and dividend generating companies providing an average gross yield (before taxes) of greater than 5%.
* Please contact us or register for further details on the managed account.