Our portfolios are constructed with an emphasis on long-term total returns. Security selections are generally large cap, dividend paying companies, with low (if any) debt, and solid free cash flow generation.
In constructing portfolios we look to sectors that are cyclically out of favour but are large and financially secure. Meaningful capital gains are available if the entry point is low and long term value exists for both the sector and the security in question. Our contrarian approach means we are not much influenced by the “popular view of the day”.
We make careful deliberate decisions as to sector weightings and make limited commitments to any one security. We closely monitor our holdings and make the changes to ensure our portfolios are appropriate for the current economic climate. The hallmark of a Vestcap portfolio is its low volatility.
High Conviction Portfolios
At Vestcap, we focus on exceeding client expectations. Our portfolios are constructed around a limited number of holdings, each chosen for their long-term investment attributes, not their weight in an index. We have an investment horizon that is much longer than that of most managers today.
Our investment philosophy rests upon a number of key concepts:
Call Us – We welcome the opportunity to show how our high conviction can work for you!
At Vestcap we understand that clients have their own individual investment needs. Questions we get asked,
» How do I generate income in a low yield environment?
» How can I preserve capital in a volatile market environment?
» How do I not run out of money in retirement?
Let our team of experienced portfolio managers help you to manage and grow your portfolio.