Equities
Funds invest in companies listed in stock markets around the
world. Top down (macroeconomic conditions/trends) and bottom
up (superior stock selection) approaches target investments
at a global, regional, country and sector specific level to
deliver superior performance. Portfolios cover all major sectors,
markets and emerging markets. Equity markets over time reflect
the underlying profitability of the corporate sector, which
in turn is dependent on the health of the overall economy.
In the short term, there have always been periods of over
and under valuation by the stock market of this underlying
profitability. But over longer periods of time, Charles Fleming’s
Asset Management Division believes that equity returns will
be positive as economic growth and corporate profits expand.
We provide asset management products in all the main equity
classes as follows:
Fixed Income
Fixed income securities like corporate and government bonds
and convertible instruments seek to optimize investor return
beyond the stated fixed rate of return. By analyzing macroeconomic
trends, currency fluctuation, credit risk and valuation spreads
over short and long term investment timeframes, these funds
seek to uncover investment value and opportunity not originally
factored into the fixed income return. Portfolios cover all
major markets and emerging markets. Charles Fleming’s
Asset Management success is clearly measured by the firm’s
solid performance track record over the years. Our global
perspective, combined with local market presence and proprietary
interest rate, currency and credit research, are among the
factors that give our firm its competitive advantage.
Balance
Balanced funds combine a mixture of equities, fixed income
products and cash to create a balanced portfolio. Balanced
products operate at the domestic, international and global
level. Over the last decade many market professionals have
argued that balanced products are the dinosaurs of portfolio
management and will soon be history. They claimed that special
asset class selections would replace the “antique”
balanced approach. However, recent market developments have
proved that active asset allocation can add value to client
portfolios. Balanced products have returned to the limelight
worldwide.
|
