Services Offered
Scheme - Alyattes
Introducing "Alyattes," a dynamic and forward-thinking Portfolio Management Scheme (PMS). In aligning with the rich legacy of prudent decision-making, Alyattes PMS embodies a commitment to navigating the financial landscape with foresight and precision.
Our primary focus lies in generating long-term alpha for our investors. We achieve this by strategically owning businesses with enduring and sustainable earnings, emphasising their stability and long-tail growth potential. Our philosophy is rooted in the belief that true wealth creation emerges from investments in companies with robust fundamentals available at reasonable valuations.
Key Investment Strategies
Long-Term Alpha Generation
Alyattes PMS is dedicated to pursuing long-term alpha through meticulous stock selection. We identify businesses with inherent strength and longevity, seeking opportunities that align with our commitment to sustained growth.
Special Situations Expertise
Recognizing the dynamic nature of markets, we actively explore special situations to uncover unique investment prospects. We aim to maximise returns in diverse market scenarios by delving into strategic opportunities.
Growth at Reasonable Prices
Our go-to approach revolves around "Growth at Reasonable Prices" (GARP). We identify companies poised for growth and invest in them at valuations that reflect their true potential, ensuring a balanced and prudent investment strategy.
Strategic and Tactical Investing
Alyattes PMS adopts a dual approach, combining strategic and tactical investments. This allows us to align with long-term objectives while remaining agile in responding to short-term market dynamics.
Concentration for Conviction
We maintain a focused portfolio, with investments in no more than 20 companies at any given point. This concentration enables us to invest with conviction, ensuring a thorough understanding of each holding and facilitating optimal risk management.
Time-tested Investment Horizon
Alyattes PMS operates with a 2-3 years investment horizon, reflecting our commitment to nurturing sustainable growth over the medium term. This patient approach aligns with our philosophy of building enduring wealth for our investors.
Why Alyattes PMS?
Our PMS scheme is designed to offer investors a unique blend of prudence, foresight, and active management, creating a path to sustained wealth creation. Join us on this journey, where the legacy of Alyattes meets the dynamic world of contemporary wealth management.