A tailored portfolio to suit your lifestyle
We focus on your cash needs and time horizon rather than setting an arbitrary fixed target for each asset class. In this way, your portfolio will be crafted to match your life goals and designed for you to have the cash you need when you need it.
To grow your capital and ensure you have the cash you need, when you need it, throughout your lifetime, we follow a three-step approach to investing:
- Structure an appropriate portfolio for growth and liquidity (access to cash) that focuses on your cash needs and time frame not a specific asset allocation;
- Make you an owner of good quality businesses so that the success of the business will define your return rather than daily price fluctuations of share on public markets; and
- Acquire the shares at attractive prices to produce a better return while reducing risk.
You’re in good companies
We seek to own shares of high quality businesses that we can acquire at attractive prices and be comfortable owning for a long time. Since these opportunities are rare, a portfolio crafted by Genova will be relatively concentrated but still cover diverse industries and geographies. Portfolios are patiently built and selected companies are typically held for five years or longer.
By taking direct ownership in companies instead of investing in Exchange Traded Funds (ETFs) or mutual funds, it means that purchases and sales can be made at prices of our choosing instead of buying a basket of stocks at a point in time where some may be overvalued and some may be undervalued.
Our track record of results illustrates the value of this approach.