Our Philosophy

Transparent

Not only do we believe that the companies we invest in should be transparent to the best of their ability so are we with our clients who have almost unrestricted access to all data and team members.​

Flexible

We believe to be a successful portfolio manager you must be flexible and adaptive to new environments to best service clients while also giving clients discretion to create portfolios tailored to their needs.

Consistent Returns

We don’t want to get great returns for one or two years and then accept sub-par performance, we strive to have consistent outperfromance every year smoothing your returns and reducing volatility

Optimal Portfolio

We strive to build optimal portfolios within each risk profile category to best position client capital in all market environments, actively managing exposures to maximise returns throughout the cycle.

"Value Investment Partners philosophy has evolved post the Global Financial Crisis to that of a Group with an absolute commitment to an active management style of investing"

Many fund managers are closely aligned to the index and thus achieve index returns whilst charging active fees. While VIP is Index aware, we are willing and able to significantly deviate from Index should we believe it is in the best interest of investors to do so. Our key point of difference relative to many industry participants is our ability to become more defensive in portfolios should we believe market conditions warrant.

Our experience with clients has shown us that investors are not only seeking sound risk adjusted returns over the longer term, they are also looking for a manager with the ability and willingness to significantly reduce market exposure should a manager believe there is an elevated risk of downside in markets due to factors that may include extreme valuations or unfavourable economic conditions.

Our belief has reinforced our investment philosophy of delivering Excess Risk-Adjusted Returns by undertaking an active approach of investment within undervalued assets with a focus on wealth preservation and risk reduction. Our objective of delivering Excess Risk-Adjusted Returns and wealth preservation is achieved via a tactical asset allocation approach that many of our peers are unable to employ due to mandate constraints.

Our  approach begins with a strategic allocation to asset classes based on an investors risk tolerance. Asset allocation is constantly reviewed from a risk perspective.Based on various inputs ranging from asset specific factors to overarching macroeconomic factors. Should we view valuations as being unfavourable, we are willing to significantly reduce exposures in order to any of the asset classes.

Our Investment Management

"While it is a commodity present in everyday life, water is by no means boring. It is versatile, forever changing, and when put in the proper context, powerful. Water has the ability to adapt and dominate its environment, and to identify and exploit any gaps or flaws in a structure. When it comes to our portfolios we aim to be like water, an objective that is reflected in three facets that characterise Value Investment Partners – Flexibility, Transparency, and Opportunity."

Investment Management 1

Flexibility

Water is able to acclimatise and adjust to its surroundings, and takes the form of whatever contains it. Similarly, Value Investment Partner’s tactical asset allocation allows our investment committee to manoeuvre the VIP portfolios in such a way that enables them to either thrive or weather out a storm comfortably, depending on the present market conditions. This includes the ability to hold an underweight position in an asset class ranging down to 0% if macroeconomic factors present an unfavourable situation for the asset. The flexibility of our tactical asset allocation provides us with a competitive advantage in that we can quickly and easily adapt our portfolios to suit market conditions in order to protect our investor’s wealth.

Transparent

Clear waters are better for swimming than murky ones, as murky water will conceal any hidden dangers that you might unknowingly be swimming with. We believe the same applies for our portfolios. A lack of transparency can present many unknown risks in portfolios, even in defensive asset classes. Transparency in our portfolios is therefore a priority to ensure we and our investors know exactly where we are invested and the risks that those position present, as well as the reasoning behind both buy and sell decisions made by the investment committee.

Investment Management 2
Investment Philosphy 2

Opportunity

Given the chance, water will fill crevices and gaps when they appear. Like water, our tactical asset allocation allows VIP to capitalise on opportunities when they present themselves. The capacity to move quickly on an opportunity derives from the flexibility of our portfolios.

Our Investment Process

Investable Universe

Depending on the mandates of the specific portfolio, the team complies all authorised investments.

Quantitative Screening

Using our tailored quantitative models, our analysts identify assets that meet specific financial and market criteria.

Qualitative Analysis

Our team analyses company reports, external consultant material, and research papers to identify strong company management, lasting competitive advantages and innovations, and assessments of potential benefits from macroeconomic trends and developments.

Risk Test

Analysts using risk models test the diversification levels of potential portfolio constructions to ensure that client risk parameters are met and that an acceptable risk/reward trade-off is achieved.

VIP

The resultant portfolio is formed to provide excess return and controlled risk exposure for investors of Value Invesment Partners.

What Product Are You Looking For?

Traditional Models
Some description text for the portfolio/product
ESG Model
Some description text for the portfolio/product
Climate Model
Some description text for the portfolio/product
SIV Program
Some description text for the portfolio/product
Bespoke Tailored Mandates
Some description text for the portfolio/product