{"id":8,"date":"2015-11-16T01:21:54","date_gmt":"2015-11-16T01:21:54","guid":{"rendered":"http:\/\/kaiasset.com\/?page_id=8"},"modified":"2015-12-03T06:26:08","modified_gmt":"2015-12-03T06:26:08","slug":"core-portfolio","status":"publish","type":"page","link":"https:\/\/kaiasset.com\/core-portfolio\/","title":{"rendered":"Core Portfolio"},"content":{"rendered":"

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PROFESSIONAL PORTFOLIO CONSTRUCTION<\/h2>\n

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DISCIPLINE<\/h2>\n

We believe that only through disciplined investment analysis can a portfolio with characteristics of value and strength<\/strong> be built.<\/p>\n<\/div>\n

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QUALITY<\/h2>\n

Our investment process accounts for key quantitative and qualitative factors which help us identify companies that exhibit high levels of stability yet maintain a proven ability to grow.<\/strong><\/p>\n<\/div>\n

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BALANCE<\/h2>\n

To help achieve this objective we place a high degree of importance on diversification, financial strength, global exposure, and skilled management<\/strong> when building investment portfolios.<\/p>\n<\/div>\n

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INVESTMENT PORTFOLIO QUALITIES<\/h2>\n

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Investment Diversification<\/h2>\n

Diversification across sectors and asset class<\/strong><\/p>\n

Sector Focus<\/strong>
\n\u2022 Financials \u2022 Industrials \u2022 Healthcare
\n\u2022 Consumer Products \u2022 Enterprise Technology<\/p>\n

Targeted Assets<\/strong>
\n\u2022 Stocks \u2022 Bonds \u2022 Real Estate
\n\u2022 Private Equity<\/p>\n<\/div>\n

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Global Reach and Transparency<\/h2>\n

Companies that have international scale exhibit certain desirable traits<\/strong><\/p>\n

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  • Geographic diversification provides protection<\/li>\n
  • Transparent and strong corporate governance<\/li>\n
  • Ability to grow into new markets<\/li>\n<\/ul>\n<\/div>\n

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    Stability and Strength<\/h2>\n

    Companies that exhibit financial strength and business stability are paramount<\/strong><\/p>\n

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    • Strong balance sheet<\/li>\n
    • Conservative use of debt<\/li>\n
    • Requires minimal capital to maintain<\/li>\n
    • Consistent high free cash flows<\/li>\n
    • Competitive moat and pricing power<\/li>\n<\/ul>\n<\/div>\n

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      Proven Leadership<\/h2>\n

      Management can turn a good investment to extraordinary with skilled capital allocation. We assess management by analyzing the following:<\/strong><\/p>\n

        \n
      • Mergers & acquisitions success<\/li>\n
      • Business re-investment results<\/li>\n
      • Share buyback execution<\/li>\n
      • Dividend history<\/li>\n<\/ul>\n<\/div>\n

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        THE INSTITUTIONAL APPROACH<\/span><\/h2>\n

        In certain cases it is valuable to diversify the Core Portfolio to include private assets such as real-estate and private business investments. This approach to investment management is followed by the majority of sophisticated investment organizations such as pension funds, foundations, and endowment funds. The following are recent comments from some of the world\u2019s most influential financial organizations which echo our sentiments.<\/span><\/p>\n

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        BNP Paribas<\/h3>\n

        (global asset manager)<\/h4>\n

        “There can be little doubt that in the future, private equity will continue to constitute an integral part of pension investors\u2019 asset allocation”<\/p>\n

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        Mercer<\/h3>\n

        (global pension consultant)<\/h4>\n

        “The trend away from traditional asset classes observed in recent years continues, driven mainly by investors seeking to diversify their growth portfolios”<\/p>\n

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        CalPERS<\/h3>\n

        (largest US pension fund)<\/h4>\n

        “Private Equity allocations are a means of enhancing equity returns through a value-added approach to investment management of a diverse set of portfolio companies and to capture the illiquidity premium”<\/p>\n

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        OUR PRIVATE ASSET CRITERIA<\/h2>\n

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        Non-Cyclical<\/h2>\n

        Steady demand for product or service irrespective of business cycle<\/p>\n<\/div>\n

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        Industry Tailwinds<\/h2>\n

        Industries where the total addressable market is growing into the future<\/p>\n<\/div>\n

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        Low Capital Expenditure<\/h2>\n

        Minimal capital re-investment requirements to maintain business allows for high cash flow to investors<\/p>\n<\/div>\n

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        Fragmented Ownership<\/h2>\n

        Industries with several independent owners helps to maintain reasonable valuation levels. Also known as the illiquidity premium<\/p>\n<\/div>\n

        [\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

        [vc_row css=”.vc_custom_1447980030398{margin-bottom: 40px !important;}”][vc_column][vc_column_text] PROFESSIONAL PORTFOLIO CONSTRUCTION [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1449052541421{margin-bottom: 40px !important;}”] DISCIPLINE We believe that only through disciplined investment analysis can a portfolio with characteristics of value and strength be built. 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