Valentis PMS has the makings of a successful niche PMS supplier. Because of its founder’s solid research background (despite his lack of fund management expertise), as well as a strong concentration on value investing, this is a good alternative for investors looking to invest in value equities.

• Large-cap (top 100) corporations account for 20-40% of the portfolio.
• This will allow the portfolio to be a dynamic mix of well-known, liquid brands as well as mid-caps that may benefit more from a cyclical bounce.
• The fund seeks to achieve an appropriate balance of reduced volatility in large-cap companies and better return potential in mid-cap names.
• The buy-and-hold strategy is still the most effective.

• Client-centered strategy: The founders would put their money into the same fund as you.
• Our goals are the same as yours: Superior performance is rewarded with performance fees.
• The founders have skin in the game: they’d put money into the same fund as you.
• Flexible options: We are pleased to collaborate with you to develop bespoke investment solutions.
• Strong pedigree and financial market experience: The founder has worked in the financial business for over 30 years and has effectively carved out a space for research-based, non-consensus viewpoints.

• and the higher return potential of mid-cap and small-cap stocks.
• Depending on our assessment of risk-adjusted returns in all categories, the weighting between big caps and mid-caps will be modified dynamically.
• The fund will continue to place a premium on our research capabilities. Our portfolio will be a buy-and-hold strategy that focuses on providing investors with a long-term compounding return.
• In-depth analysis of gut instincts and market attitudes
• Process-driven market research combines science and art to remove market noise.
• The method is largely scientific. This entails a screening process to find concepts, followed by extensive modelling to arrive at reasonable values.
• Looking at market sentiments and avoiding herd mentality is a bit of an art.

They invest in companies that are at the inflection point in growth. Their portfolio would be a mix of companies that are value plays and growth plays available at a reasonable price.

• The scheme’s goal is to increase money over the medium to long term by investing in carefully selected equities, particularly in the Mid and Small company area.
• Most of the time, the portfolio follows a purchase and hold strategy.
• The three of us are the centre of attention (Under-owned, under-valued and undiscovered stocks)