ENHANCING WEALTH FOR AN UNCERTAIN TOMORROW
INVESTMENT PHILOSOPHY
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LONG-TERM GOALS
We have been through many bull and bear markets and have learned one undisputable fact – no one can predict markets.
History has shown that today's top performers are tomorrow's worst performers. We have taken an informed decision not to promise top performers to our clients, but rather to focus on long term consistent and superior risk adjusted returns.
MULTI
MANAGEMENT
Optimum Financial Services Group firmly believes in the multi-management approach to investments.
We believe this approach to add real long term value - at the lowest risk levels - to a portfolio.
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3
ACTIVE MANAGEMENT
Our team is dedicated to an active investment and risk management process within the various layers of multi-managing.
We aim to provide our clients with products that will meet their real wealth requirements, and by combining these products we strive to deliver consistency and superiority in long term risk adjusted performance to our clients.
We will strive towards our purpose by providing affordable innovative multi-asset investment solutions that perform.
Set well defined and measurable goals
Develop innovative investment solutions
Attract, retain and nurture human capital
Identify efficient distribution channels
Ensure world-class governance
Drive transformation
Our Values
VISION
To be central amongst a host of financial success stories, and to contribute the same towards future generations.
PURPOSE
Enhancing real stakeholder wealth for an uncertain tomorrow
VALUES
Value is created through investment of capital into funds which outperform inflation in the long term and prevent capital loss in the short term. Real Value, however, is created through the cutting of costs and reduction of the Total Expense Ratio of an Investment.