Shardd Holdings Ltd. invests across the capital structure from the senior debt to the equity of corporates and real estate. With an investment philosophy grounded in rigorous fundamental analysis, we strive to achieve the best possible outcome for our managed portfolios. With access to worldwide markets, we can implement investment strategies tailored to your goals.
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At Shardd Holdings Ltd. we listen, evaluate, educate and advise. Our approach is comprehensive and tailored to our clients’ goals and priorities. We seek to understand each client’s specific goals before designing a personal investment strategy that is firmly grounded in research and more importantly, reflective of the personal goals and objectives of each client. Client meetings offer an opportunity to review investment results, discuss non-financial issues and consider life events that could have an impact on a client’s overall financial priorities.
Successful investing requires buying when others are selling and spreading your investments rather than concentrating them on a few speculative ideas. Our investment philosophy is based on a value-oriented investment style.
Financial Discovery Process: Through our financial planning discovery process, we work with our clients to understand the risk preferences and income requirements that will enable us to tailor a portfolio strategy that meets the needs of the client while adequately reducing risk through proper asset allocation and diversification.
Asset Allocation: The first and most significant part of the investment management process is asset allocation. This involves strategically targeting a percentage of a client’s portfolio to be invested in the three major asset classes: equities (stocks, stock mutual funds or stock ETFs), fixed income (bonds, bond mutual funds or bond ETFs) and cash (money market funds, t-bills or short term CDs). Generally, these targets are based on age, risk tolerance and income requirements.
Diversification: The portfolio strategy is further developed by allocating within asset classes to various sectors. Since these sectors exhibit different risk and return characteristics, when prudently combined, they tend to reduce overall risk while improving returns in the long run. Examples within the equity asset class includes the following stocks: value, growth, middle capitalisation, small capitalisation, international and emerging markets. Within fixed income, there are bonds: treasury, inflation protection, mortgage pools, corporate, international, high-yield and municipal.
Solutions: The implementation of the portfolio strategy involves the buying and selling of various investment vehicles to create a well-diversified portfolio. These could include direct stocks and bonds, as well as mutual funds, exchange-traded funds, or a combination of these investments. As always, our portfolio construction process aims to build portfolios for client's personal financial goals.
Portfolio Review: Financial markets are dynamic and investment opportunities are constantly being created. This may precipitate small changes in the portfolio and may involve portfolio rebalancing back to the target asset allocation or subtle changes among sectors. As directed by our investment philosophy, we will attempt to buy what is undervalued and sell what is overvalued.
We presently have positions in the following markets:
Our client base is international and we take a simplified approach towards investing to ensure a successful return for all of our managed portfolios.
- Chief Investment Officer, Shardd Holdings Ltd.
Please note this is not an advice, recommendation or opinion in relation to acquiring, holding or disposing of assets. Please ensure you fully understand the risks as investments can fall as well as rise, which could mean getting back less than you originally put in. Investments in Products are speculative and involve substantial risks, including the risk of loss of the entire investment. No guarantee or representation is made that any Product will achieve its investment objective. Past performance is not indicative of future results.
Investments in Products are to be made solely on the terms of the relevant prospectus, subscription document and/or other investment agreement (“Legal Documents”) and no reliance should be placed on the contents of this site. Prospective investors should consider all of the risks of a Product and should therefore carefully review the description of material risks disclosed in the Legal Documents, before deciding to invest.
For more information on Shardd Holdings Ltd. portfolios, please contact Investor Relations on firstname.lastname@example.org.
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