29 minute read
some recommendations for growing agricultural companies (p
Congratulations on being awarded best global agricultural investment development company of the year.
Tell us a little about agri developments and what distinguishes you from others.
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First, a big thank you to International Investor and the voting panel for recognizing AGRI Developments and the hard work we have done this year. Second, we would like to thank Bayawan City in the Philippines, its people and Mayor Mr. Pryde henry Teves for supporting us and our developments within the city.
At AGRI Developments we focus on sustainable agricultural projects in high growth developing sectors across the emerging markets. A number of things make us unique in the industry. First, sustainable focused projects in the emerging markets are rare; this is particularly true in Asia where we are based. Quick profitability with rudimentary agricultural practices with little concern towards the environment have unfortunately been the norm. Second, our involvement with the community goes far beyond simple employment and involves education and working collaboratively with the local government to develop their entire sector.
Third, we have demonstrated a unique ability to foresee high yielding sectors within the agricultural space such as hass Avocados in Asia. Fourth, we have been able to efficiently use the resources we have to extract as much as we can which is in line with our sustainability focus. An example of this is our Mango project, where through yield optimization we can generate up to 10 times more revenue per acre than traditional farms. Our goal at AGRI Developments, in support of the world’s needs, is to always do more with less. By creating more value with less risk, by producing more crops from less land and generating more business with less of an ecological footprint.
TELL US MORE ABOUT YOUR DEVELOPMENTS AND WHAT MAKES THEM UNIQUE?
All our developments target high growth developing sectors within the agricultural industry and have common overarching themes. These themes include combating issues surrounding food security, supply, sustainability and quality. At AGRI Developments we use innovation and technical advances to improve our productivity. This allows us to use less land to produce more in an environmentally friendly and sustainable manner. our key developments include Mango and hass Avocados and are based in Bayawan City, the Philippines.
Our Mango development aims at revitalizing the precious and underdeveloped mango sector of the Philippines. Mangos from the Philippines are world renown for their taste and sweetness and yet the market is remarkably underdeveloped. Demand is immense with 98% of production consumed domestically with global imports of the fruit rising 20-60% p.a since 2015 across key markets. Our development is the first of its kind in the country aimed at commercial production and implementing ACT, which allows us to produce 10x more yield per acre with fruit yielding 5x faster.
Our hass Avocado development was just launched recently and is one of only two in all of Asia aimed at commercially meeting growing regional demand. Avocados are relatively new to Asia and yet growing rapidly, by over 45% per year since 2014. By 2030 consumption in Asia is expected to surpass the current world’s largest consumers: the United States and Mexico. With 95% of supply currently coming from as far away as South America and Africa this provides our development with a significant regional opportunity. The Philippines is the only country in Asia capable of commercially meeting demand and we are positioning ourselves to benefit from this.
THE CORONAVIRUS PANDEMIC HAS SUPRISNGLY BENEFITED YOU GREATLY TELL US MORE ABOUT THIS.
We are proud to have done well as a business despite the personal hardships many of us faced. That being said we would not call our success a surprise as the agricultural sector is of vital importance regardless of what occurs economically. People need food and this need is simply increasing more and more, as are costs.
What benefited us greatly during the pandemic was also our strategic decision years ago to focus on agricultural projects that primarily have a consistent and rapidly growing domestic market. our ability to not rely on exports allowed us to avoid the pitfalls many other companies faced from global trade restrictions and the closure of borders.
WHAT ARE YOUR FUTURE PROJECTIONS?
As a company, we feel our future is extremely bright. our success during the pandemic has strengthened our commitment to our original strategy and we are in the midst of expanding all our developments. Future consumption of mango, the national fruit of the Philippines, will remain strong. In addition, the government will keep promoting trade with lucrative export markets which pay up to ten times more than domestic rates for mangos from the Philippines. This will in turn increase our profitably in the long term. In terms of hass Avocados, growth is skyrocketing across Asia as well as domestically in the Philippines. This will benefit us greatly as we are only one of two commercially focused producers in the region. In terms of our industry in general, we believe it will markedly outperform the general market over the coming decade. By 2050 Earth will need to produce 70% more food to feed an additional 2.5 billion people, whilst arable land decreases. People need food and this need is simply increasing.
Looking at the world as whole, we believe countries will increasingly focus on domestic sources of production and food sustainability through financial incentives, support or government mandates. The pandemic has shown that countries cannot blindly rely on one another for necessities as they have in the past. We believe food and water inventories, like oil inventories, will become increasingly important over the coming decades.
ARE YOU LOOKING FOR PARTNERS OR SEEKING INVESTMENTS?
Yes, we are always keen to work with like-minded partners and investors. Expansion, reaching economies of scale and increasing profitability are key objectives of ours but we also seek partners that can help us expand our sustainability, social and community initiatives.
Despite the challenges brought by the COVID-19 pandemic, a number of startup airlines are entering the global aviation market. one such carrier is Ava Airways – a Dominican Republic airline venture, established to cater for the demand between its hub at Santo Domingo and the Caribbean, Latin American, North American, European, and later, African destinations. Investors Magazine spoke to the airline’s CEO/CVO Mr. Olivier Arrindell, ahead of his participation at the London Aviation Festival Summit, taking place on 1-2 December, to find out more about the carrier’s launch roadmap and plans for the future.
“Ava Airways is an airline carrier of the Dominican Republic with a clear plan and vision to properly connect and operate scheduled flights via its hub in the city of Santo Domingo to the Caribbean, Latin America and Africa,” Arrindell told Investors Magazine. “The service Ava Airways plans shall provide and allow Latin American and Caribbean VFR (Visiting Friends and Relatives), leisure, businesses and corporations to properly connect with each other in commerce and trade specially in the tourism sector at a economical value.”
The carrier’s inaugural flight was planned for March 2020, however, due to the COVID-19 pandemic this had to be postponed and Arrindell shared that the new launch date will likely be in Q4 of 2022. “We are simply waiting on people to get over the fear factor of COVID-19 and for every country in our inaugural destination plan to fully open and have a common approach to their travel requirements, such as COVID-19 testing and vaccination obligations. I love and support the approach the Dominican Republic have taken so far. This nation is smart from an economic point of view,”
he explains.
One can’t help but wonder what makes this a good time to launch a brand-new airline in an industry which has been heavily impacted by the COVID-19 crisis, but Arrindell insists that times like these are, indeed, providing Ava Airways with even more opportunities. he explains:
Ava Airways’ mission is to provide a simple and uncomplicated experience when it comes to flying. “With Ava Airways, we didn’t want to just envision a bunch of loosely connected potential innovations,” shares Arrindell. “Instead, what we have done is create a cohesive concept for the airline of the future. To do this, we organised all of our design innovations around three core principles: “Taking Crazy Out of Flying” – making Ava Airways actually worthy of passenger affection; “Know the Journey” – designing touch points that are tailored to the unique moments comprising a passenger’s journey with Ava Airways; and “Loyalty Matters” – creating a business model that goes beyond fare-based transactions, especially for the people of the Americas. A member of Ava Airways is completely different from a passenger of Ava Airways.” Moreover, the airline mobile app will be at the epicentre of all customer interactions, empowering passengers to have a greater control over their journey.
Looking ahead, Arrindell is optimistic about the industry’s recovery in the Caribbean and Latin American sectors. Quoting a recent research by financial services agency Moody’s Analytics, he shared that consumers around the world have stockpiled an extra $5.4 trillion of savings since the coronavirus pandemic began, creating a more positive outlook for passenger demand once international travel resumes.
LOM Financial GroupInterview with James Barnes, Director of Alpha Global Wealth
1. FIRSTLY - PLEASE GIVE US AN OVERVIEW OF YOUR COMPANY, THE WORK THAT YOU DO, YOUR CLIENTS AND THE SERVICES YOU OFFER. WHAT ARE YOUR CORE VALUES/GOALS? HOW DO THESE CONTRIBUTE TO YOUR OVERALL SUCCESS? HAVE THESE CORE VALUES CHANGED AT ALL SINCE YOUR ESTABLISHMENT?
Alpha Global Wealth is a small boutique family office in the heart of Geneva, taking care of 150 international expatriates living and working in Switzerland. What separates us from our competitors are the core values of trust, honesty, genuine care and the attention paid to the smallest of details. Speed stuns and we always without fail respond and deal with any enquiries within 24 hours, even at weekends, when clients have the time to look at their own portfolio’s. We work in years and decades,
building lasting relationships, proactively engaging with our clients through a constant portfolio review process, to understand the current market trends, discuss and understand underlying fears, emotions and future wealth requirements. Alpha will be 5 years old in 2022 and whilst the core values haven’t changed, we have strengthened our proposition for the many clients that have existing portfolio’s with other wealth managers, IFA’s and investment banks, that maybe haven’t received the service levels and performance they were led to expect.
2. WHAT KIND OF CLIENTS DO YOU SERVE AND HOW DO YOU APPROACH THEM? HOW DO YOU DIFFERENTIATE YOURSELF FROM POTENTIAL COMPETITORS (IF RELEVANT)? WHAT IS, ESSENTIALLY, YOUR UNIQUE SELLING POINT?
We pride ourselves on being truly independent and offering a value for money investment and advice service. We have now reached the enviable position where we can pick and choose the clients we wish to work with, as such clients are by invitation or recommendation only, with minimum account sizes. One of our unique selling points is that we can construct a globally diverse and balanced investment portfolio without any restrictions or limitations. We find the larger brokerages have usually partnered up with fund houses and investment arms to create a ‘dual’ branded investment solution or DFM that has layers of fees and charges which pushes the TER sky high and doesn’t really offer true diversification or a value proposition. In many cases we can offer a far better solution, whilst lowering the overall annual cost of a portfolio, leading to greater annualised returns. 3. WHAT ROLE DO YOUR STAFF PLAY IN THE SUCCESS OF YOUR FIRM? WHAT QUALITIES DO YOU LOOK FOR WHEN RECRUITING NEW TALENT? HOW WOULD YOU DESCRIBE YOUR INTERNAL CULTURE AND HOW DOES IT CONTRIBUTE TO YOU COMPANY’S SUCCESS?
Dedication, drive and ambition are key attributes for a good Alpha employee. Someone that understands that the client is central to everything we do, we work for the clients and without them the business is nothing. We have a culture of continuous education and learning, any employee can study and take any relevant industry examinations both in the UK, Europe or Switzerland to better their knowledge and qualifications and the company will support and pay for the study text, cost of examination and pay for the time/days required to take the exams. Whether you are client facing, back office, or in administration we are all driven to daily improvements and exceptional client service.
4. CAN YOU DETAIL ANY SPECIFIC INDUSTRYBASED CHALLENGES YOU ARE FACING NOW AND MAY DO IN THE NEAR FUTURE? BY EXTENSION, IF APPLICABLE, WHAT IMPACT HAS COVID-19 HAD ON YOUR INDUSTRY OR OPERATIONS? WERE THERE ANY UNEXPECTED BENEFITS OR ADVANTAGES TO THE SITUATION YOU FOUND YOURSELF IN?
The pandemic was a huge shock to the business in the first months of March/April 2020, as it would have been for all businesses. However, I quickly realised that all our clients wanted was to be kept in touch and informed of what was happening to their portfolio’s, investments, the markets, our business and what might happen in the
future. We immediately contact everyone and scheduled 1 hour emergency video Teams meetings. I was holding 4-6 sessions daily for 6 weeks straight, the team were working from home, I however came into the office on my own each day, so the clients could see familiar surroundings and that Alpha was keeping it finger on the pulse. The immediate action that we took, was to offer proactive advice on limiting downside risk and identifying growth sectors that we felt would bounce back rapidly from the market correction. What amazed me, was how much money was sitting on the side lines waiting to be invested, as a business we had the largest inflows ever in a quarter in Q2 2020. One such investment recommendation was for clients to invest in Global crude Oil & Gas majors as a short term 18-24 month play, which they are now enjoying 80%+ gains.
We now see that there are clients wishing to start engaging again face to face, which is such a delight and for us its wonderful to welcoming people back into our offices. There are however a proportion of clients that are enjoying conducting business via video Teams meetings and for them and also us it’s an extremely time efficient way of managing and revieing accounts. I am able to hold 5-6 meeting daily now instead of 2-3 face to face meetings.
5. DO YOU HAVE ANY PLANS FOR 2021 AND BEYOND THAT YOU WOULD LIKE TO SHARE WITH OUR READERS?
We wish to keep improving our service levels, product offerings and online ADC ‘Alpha Digital Connect’ expansion of the team in key areas will enable this and ultimately, engage with our clients even more. We have found that 6 x 30 minute sessions annually are far better received than 2 x 1 hour meetings.
6. DO YOU HAVE ANYTHING TO ADD? ANYTHING YOU WOULD LIKE THE WRITING TEAM TO MENTION OR FOCUS ON? PLEASE DO ADD DETAILS HERE THAT YOU FEEL WERE MISSED BY THE ABOVE QUESTIONS.
Alpha Global Wealth has its ‘Vision 2030’ Alpha’s top 8 investment picks for ‘Vision 2030’ • ARK Genomic Revolution ETF – Gene therapy bioinformatics, bio inspired computing and molecular medicine.
• Guinness Sustainable Global Equity Fund – Exposure to high quality companies with excellent ESG aligned with robust sustainability themes.
• LIT Global X Lithium & Battery Tech ETF
• WisdomTree Artificial Intelligence ETF
• IShares Automation & Robotics
• Guinness Sustainable Green Energy Fund – Actively managed selection of 35 companies in solar, wind, hydro, geothermal, biofuels and biomass sectors.
• ARK Space Exploration & Innovation ETF – Orbital and sub-orbital aerospace, technologies, aerospace activities (agriculture, internet, GPS, construction and imaging )
• WisdomTree Cloud Computing ETF
MultiBank Group Wins ‘Best Global Forex Group Award’ and Expands Presence in Cryptocurrency
MultiBank Group, one of the largest financial derivatives brokers in the world will launch a global cryptocurrency exchange and blockchain ecosystem called MEX Digital. This launch marks the beginning of the broker’s largest rollout of new products and services that will cover the entire digital asset and blockchain industry. As a pioneer in the global exchange industry, MEX Digital is a natural first step to cater to more investors while maintaining tight regulatory compliance. MultiBank Group has closely followed the cryptocurrency industry, searching for opportunities to give clients exposure to more financial instruments.
LEADING BROKER WITH HEAVY REGULATORY COMPLIANCE
One of MultiBank Group’s competitive advantage is its heavy regulatory compliance. In 16 years of activity, MultiBank Group has built an exclusive security system that segregates each client account while providing settlement facilities for each stakeholder, maintaining the highest level of security of funds.
Undeniably, security and trust are at the core when it comes to trading and finance. Thus, MultiBank Group has worked for more than a decade to implement the safest and most effective measures to secure their customers’ investments.
As a result, regulation has been at the forefront of MultiBank Group’s efforts to become one of the most trusted financial derivatives brokers worldwide. The group and its subsidiaries are regulated by 10 regulators across five continents. To facilitate a seamless trading experience while always keeping investors assets secure, they have approval from these regulatory bodies: Australian Securities and Investment Commission (ASIC), Dubai Financial Services Authority (DFSA), Federal Financial Supervisory Authority (“BaFin), Cayman Islands Monetary Authority (CIMA), and other reputable regulatory bodies across the globe.
They offer consumer protection and enforce laws to protect consumers from their respective countries. It is also registered with regulatory bodies from Austria, UAE, and the British Virgin Islands, allowing MultiBank Group to have a global presence while maintaining compliance with the major regulatory authorities worldwide.
Further, since its inception, MultiBank Group has been relentlessly focusing on keeping investors’ assets safe. This builds a high level of trust between both parties and guarantees that nothing slips through the cracks of financial regulators. Being heavily regulated across all five continents, with 10 regulatory bodies, ensures that investors’ assets are always secure.
RECORD-BREAKING PERFORMANCE AND HIGHLEVEL TRUST
MultiBank Group continuously achieves record-breaking performance. They had a record US$5 trillion turnover in 2020, which exceeded their US$1.9 trillion turnover in 2019. This astounding 163% increase, in addition to their heavy compliance, multiple awards, and top facilities proves why clients worldwide can trust MultiBank Group. The financial results for the year 2020 mark yet another milestone for MultiBank Group and it is a testament to the financial strength and ambitious growth plans of the Group.
here are a few highlights of MultiBank Group: • MultiBank Group is comprised of several entities that are regulated by ASIC, BAFIN, CNMV, FMA, DFSA, TFG,
HKCE, AUSTRAC, FSC and CIMA.
• Paid-up capital of over $322 million
• 40+ awards, including ‘Best Global FX & CFD Broker’
• Fully segregated client accounts
• Best rebate structures for institutional customers, brokers, and banks
• Guaranteed withdrawals of funds within 24 hours
A WIDE AND DIVERSE RANGE OF FINANCIAL INSTRUMENTS FOR ANY INVESTOR
Access to various financial instruments is necessary to mobilize your private investment and get better returns. MultiBank Group offers 15000+ products across 6 asset classes:
• Forex
• Shares
• Metals
• Indices
• Commodities
• Cryptocurrencies
Along with its financial instruments, MultiBank Group’s cutting-edge trading platforms offer groundbreaking levels of stability and reliability for a great trading experience. No matter your skill level as a trader, MultiBank Group offers its esteemed customers a variety of account options so that they can get the best out of their capital.
WHAT MAKES MULTIBANK GROUP DIFFERENT?
“We have been at the frontier of the forex exchange industry. We have witnessed its exponential growth
and shaped it too,” the chairman Naser Taher stated. “Being early adopters of technology, we launched a fully transparent electronic forex and financial derivatives exchange.”
MultiBank Group is constantly looking to add the latest technology and finding new trends to achieve its goal of global expansion. For investors seeking a secure way to invest their capital, MultiBank Group’s investors can benefit from several of their offerings:
• 15,000+ instruments and up to 500:1 leverage. Starting with 0.0* pips on major instruments and 10 cents on gold.
• Benefit from the highest levels of security of funds with segregated accounts.
• Instant and guaranteed withdrawal and transactions within 24 hours.
• 25+ Global Offices including Australia, Austria, British
Virgin Islands, Cayman Islands, China (five branches),
Cyprus, Egypt, Germany, and more.
• Copy-trading so clients can copy trades from profitable traders within seconds.
MultiBank Group has exceeded expectations by having a strong worldwide client base of over 320,000 and a daily trading volume of over US$7 billion.
THE WAY OF THE FUTURE – MEX DIGITAL
By introducing MEX Digital, MultiBank Group aims to become a major player in the cryptocurrency markets. Boasting the latest trading technology and the most advanced CRM out there, fully ready to promote their cryptocurrency exchange.
MultiBank Group’s new spot cryptocurrency exchange, MEX Digital, is a regulated exchange with secured regulatory approval from a major regulator and it recently obtained regulatory approval from the Australian Securities & Investments Commission (ASIC).
Furthermore, MEX Digital was recently registered with the Australian Transaction Reports and Analysis Centre (AUSTRAC). With investor protection at the forefront, MEX Digital will cater to individuals who are seeking more exposure to the cryptocurrency space while always keeping their assets secure. Thus, MEX Digital makes investing in cryptocurrencies safe, ensuring every investor the minimal spillover risk, adding it as a high reward asset to their financial instruments.
With heavy investments in technology and regulation, MEX Digital is ready to open its operations in Q3 2021.
Caye one of the foremost banks in Belize
Best Private Bank and Banker in CARICOM for 2021
Caye International Bank and its Senior Vice President and head of Private Banking, Luigi Wewege, were recently named the Best Offshore Bank – CARICOM 2021 and Private Banker of the year for CARICOM 2021, respectively, by the International Investor Magazine based out of London.
Belize is a front-runner for those seeking offshore banking and investing opportunities. The pandemic has created unique challenges for financial institutions, and we talked with award-winner Wewege of Caye to get his take on these challenges and more.
CAN YOU TELL US A LITTLE ABOUT YOURSELF?
I am a member of the Caye International Bank’s Executive Management Team, serving as Senior Vice President and head of Private Banking.
outside of my banking responsibilities, I serve as an Instructor at the FinTech School in California. The school delivers online training on the latest technology and innovation development in the Financial Services industry.
I am also the published author of The Digital Banking Revolution, now in its third edition, and available on Kindle and in audio and paperback formats on all major international online bookstores.
Previously, I helped complete a pilot study for the Federal Trade Commission during one of the most severe financial times for the American economy. The primary focus of the study was to examine and determine the accuracy of credit bureau information.
HOW DID CAYE INTERNATIONAL BANK GET ITS START?
Caye’s began as a Belizean mortgage company in 1996. After a continued success over several years, the decision was taken to become an international bank. Caye was granted an unrestricted Class A International Banking License on September 29, 2003, from Central Bank of Belize. The Central Bank of Belize is responsible for regulating Caye International Bank and setting the standards for its liquidity and capital adequacy ratios.
CAYE INTERNATIONAL BANK HAS WON MANY AWARDS AND IS A CONSISTENT REGIONAL AND INTERNATIONAL CONTENDER. WHAT DO YOU THINK ARE THE PRIMARY REASONS FOR THIS?
Caye is the only fully focused international bank in the country. Our bank license permits us to conduct financial services with individuals and corporations outside Belize. The bank offers a full range of traditional and nontraditional banking services and accounts in multiple currencies, helping people with asset protection and asset diversification.
Belize also has a compelling tax structure. There is a zero-tax rate on deposits in many personal and business accounts. That one factor separates Belize from many other offshore locations.
HOW HAS THE BANK AND BUSINESS MANAGED TO THRIVE THROUGH A PANDEMIC?
Caye International Bank clients all face similar concerns, regardless of their location. The main differentiator in their response during COVID-19 has been the size of their portfolio.
A small diversification client may need a more sizeable amount of cash right now, whereas a more significant investor may switch asset classes or make speculative moves. At Caye, we are fortunate that our liquidity ratios far exceed minimum requirements. This allows us to weather these storms similar to those like the financial crisis in 2008.
MANY BUSINESS LEADERS HAD TO MAKE HARD DECISIONS TO SURVIVE THE PANDEMIC. WHAT STEPS DID CAYE MAKE, IF ANY?
We decided at the onset that we would not cut staff or reduce salaries. We chose to get through the crisis as a team. We realized it would be arduous to change an almost 20-year central command point bank service structure to a completely digital online arrangement with staff now working from home.
however, we learned what we thought was an impossible task could be achieved in a matter of days when receiving buy-in from all of the bank’s stakeholders.
WITH THE WORLD WORKING TO MOVE PAST THE PANDEMIC, WHAT DO YOU ENVISION AS THE FUTURE OF OFFSHORE BANKING IN BELIZE?
We’ve certainly felt the impact of the pandemic in Belize, economic and otherwise. Even so, we’ve managed better than some other areas of the world. Part of the credit goes to the forward-thinking attitude about all things financial that’s part of our way of doing things. We know that the country and our economy will thrive.
Belize is well poised to continue growing as a force in the world of offshore banking and investment. The laws continue to be refined to keep the nation at the forefront of ethical and practical banking solutions. A welcoming culture in general and the fact that banking officials and personnel in this country know the industry inside and out also helps engender confidence. We do not doubt that as more people discover Belize, our market share will keep increasing.
YOU HAVE AN EXTENSIVE TRACK RECORD AS A LEADER IN THE FINANCIAL SERVICE INDUSTRY. CAN YOU TIE THIS UP BY TELLING US WHAT THE FINANCIAL SECTOR NEEDS FROM ITS SENIOR MANAGERS IN AN ENVIRONMENT LIKE WE SEE TODAY?
There are two ways of dealing with rapid change. one way is through reactive protectionism. This is often through trying to stop the bleeding when change is forced upon you. This can be done by tweaking costs here and there to still be in the black for each quarterly budget. The other method is a nimbler, more proactive approach. It is knowing that most changes are not short-term and recognizing that the first inkling of any change is a signal of potential opportunity. Leaders who can develop an adaptive vision and implement responsive systems to meet clients’ new needs are the ones who will be the most successful. often the big breakthrough successes come from leveraging disruptive change. It’s important to note that getting to this point also requires helping employees develop skills to deal with rapid change and as always, communicating “what” and “why” is critical to success.
Dominion creates and manages a range of investment products, which are highly effective, simple to understand, and achieve great results for our investors.
our approach, which differs from the majority of fund managers, means we are not constrained to one geographic region, currency, or industry sector. We are instead free to look for trends that are occurring at a global level and which offer investment opportunities.
This philosophy has led us to the creation of a range of investment funds that are unusual, interesting and (importantly in this rapidly changing world) flexible.
We create and manage this range of thematic investment products built around the concept of Global Trends. We identify the major sources of change in the world, Global Trends, and invest in the companies driving these sources of change. These long-term structural trends are reshaping our world and we believe all investor portfolios should have exposure to these themes over the long-term. It is by marrying this top-down approach to investing, with a deep focus on valuation analysis, that we have developed our ‘Growth at a Reasonable Price’ strategy, which is deployed across all of our funds.
These are effective, easy to understand and high-performance equity investment funds, driven by the major structural changes underway in the global economy.
Dominion is dedicated to thematic investing and as an investment team, this is our sole approach to researching investment ideas.
We live in an ever-changing world. While this creates hurdles and risks for investors, it also offers great long-term investment opportunities for the patient investor. At Dominion we believe a focused approach to investing in these structural trends offers investors unique, industry leading expertise, as well as a suite of investment products to gain exposure to the long-term upside from structural change.
The world is undoubtedly becoming digital and this trend is impacting not just technology, but every sector in the global economy. Ecommerce, interacting and transacting online, will become the normal as we migrate an ever-increasing portion of our lives, both leisure and professional, to the digital world. Our Ecommerce Fund focuses on investing in this global mega-trend.
The behavioural shift driven by a unique combination of technology and demographics will be one of, if not the, largest source of change in the world over the coming decades. This revolution in the way we function is perhaps only comparable in scale to the enlightenment and industrial revolutions. Ecommerce is a global phenomenon. It has already come to touch every aspect of our lives. But we are only at the end of the beginning, as in the coming decades ecommerce rises to global dominance. The Dominion Global Trends Ecommerce Fund, through its unique understanding of ecommerce and focus on investing in high quality, high growth companies, provides investors with unrivalled exposure to the largest technological and behavioural investment trend the world has ever seen. Luxuries are goods and services which consumers use their disposable income to purchase. Demand for luxuries grows disproportionately with wealth and as global wealth increases, particularly in emerging markets, the outlook for luxuries demand is very strong. Our Luxury Consumer Fund is dedicated to investing in this trend in consumer demand for products and services, in both developed and increasingly in emerging markets.
Luxuries have been part of the economy since the beginning of civilisation, when the first socially stratified societies emerged in the ancient world. Luxury was one of the first industries to go global. Chinese silks, for example, could be found in Rome in 139 BC. Luxury is an enduring sector which will continue to grow for as long as wealth increases and societies remain stratified. The one constant which has remained since ancient times is that aspirations primarily drive consumer decisions, providing a fertile ground for healthy returns on capital as well as growth for companies able to help households ‘stand out’ from the crowd. This is the long-term focus of the Luxury Consumer Fund.
The changes underway in our world are not limited to just Ecommerce of Luxury Consumer spending. The world is changing, and it is changing faster than ever. The Dominion Global Trends Managed Fund identifies and invests in the companies exposed to all of the major structural growth themes driving changes in the global economy. From climate change, to emerging healthcare, from urbanisation to electric vehicles, the Managed Fund offers investors exposures to all the major sources of change in the world today, and generates returns based on that change.
We undertake deep industry and sector analysis to identify the leading structural growth trends in the global economy and offer investors a diversified exposure to these investment trends. As the world continues to change, so does the investment focus of the fund, adjusting its exposures to be invested in the most important sources of change for the world. This ‘future proofs’ the fund and allows us to invest in the Global Trends of the future, as and when they arise. Investing in the Dominion Global Trends Managed fund offers investors a long-term exposure to the structural growth underway in the world today, allowing their investments to benefit from Global Change.
We are thought leaders in Global Trends.
The investment team at Dominion is structured to bring expertise and experience from different sectors together to create breadth and depth of knowledge. With more than 100 years combined investment experience, the team is often years ahead of the market in identifying structural themes and successful investment strategies driven by Global Trends. We continue to use innovative thinking and research methods to generate investment ideas and new fund products which will stand the test of time for our investors.
