Winning Strategies for Beginner Investors (Part 2)

Company size

There are a number of investors who intentionally limit their choice of stocks from companies of a particular size, either in terms of revenue or market capitalization. This is done ordinarily by classifying companies according to market capitalization (“cap”), namely as micro caps, small caps, mid-caps and large caps. Over a long time period, bigger companies show higher returns than smaller companies do. Some investors thus believe that the size of market capitalization of companies has a great bearing on how the market responds to these companies; and the actual proportionate revenues provide a reliable indication of relative investment potentials. The generally-accepted classification followed by investors is as shown below:

Micro cap – Not more than $250 million

Small cap -- $250 million-$2 billion

Mid cap -- $2 billion-$10 billion

Large cap – Not less than $10 billion

Most publicly-traded firms are classified as micro or small caps. Statisticians are of the opinion that the apparent success of smaller businesses can be attributed to "survivor" bias rather than solid excellent performance, since the majority of the databases utilized for the tests conveniently removed bankrupt companies, up to recent times. That is, excluding bankrupt companies aided significantly in stacking the odds of success in their favor. This issue, however, remains debatable.

Screen-based investing

The “screen” method of investing is resorted to by many investors, which involves using "screens" to choose investments while applying various quantitative criteria to evaluate those companies that satisfy their criteria. Because of the ease and convenience of the method through the use of computers, it has gained a lot of practitioners. These screens can display various numerical values describing a company's status as well as its stock through different time periods.

While there are investors who use these screens to come up with interpretations of fundamental relevance to the business in general, many others utilize screens as “robot-like models" that simply point them to which ones to buy and sell. They claim that this process takes away the emotional factor in the investing process; although others think otherwise and say what you remove is the intelligence factor. Eric Ryback is widely known for his use of screens as a starting step in investing; while James O'Shaughnessy among the known proponents of screens as a pure mechanical system. As a beginner, you have to decide how you play – with the heart or with the mind or with both.

Momentum

The momentum of investing involves finding companies which do not only show good performance but also doing so well that they deserve celebrity status. "Well" is the term used to describe companies that stand out among all public companies that investors expect to show positive performance? Momentum companies, therefore, are those which frequently surpass estimated earnings per share or revenue by analysts, or post high quarterly and annual returns and sales growth compared to other firms, especially when the growth rate climbs from one quarter to the next. Such growth is a strong indication that the company is apparently doing the right things. Often, such high comparative strength is a category in momentum screens, as these investors seek to acquire stocks that have overtaken the rest of the stocks in recent months.

CANSLIM

CANSLIM is an approach originated by William J. O'Neil, who merged quantitative analysis and technical analysis, as contained in his book How to Make Money in Stocks. In O’Neil’s newspaper, Investor's Business Daily, we are told that the "C'' and ''A'' in the formula CANSLIM urges investors to find companies with fast-growing Current and Annual earnings. ''N'' is for New, to refer to business factors, such as new products, new markets, or new management. ''S'' represents Small capitalization and big volume market demand. ''L'' asks investor to determine if the business is a Leader or Laggard. ''I'' helps to spy out for Institutional sponsorship; and ''M'' focuses on the Market direction. Originally, O’Neil published Investor's Business Daily as a means for investors to apply CANSLIM; but it has turned into a general business publication patronized by all kinds of investors. CANSLIM formula incorporates features of another type of analysis -- technical analysis.

Quantitative analysis pitfalls

Since quantitative approach depends on screens which all people can see and as digital technology becomes more affordable and accessible, many of the pricing inaccuracies quantitative analysis discovers are eventually erased. Hence, if a certain screen has produced 40% yearly revenues and everyone hears about it, leading to large inflows of money into the identified companies, the returns will suffer gradually as a result.

As "unclear" as fundamental analysis may seem, sometimes having a little insight about the business you are buying can lead to a clear advantage. For example, if you utilize a high-comparative-strength screen, you must check at all times to see if the companies you discover have grown in price as a result of a merger or an acquisition. In that case, chances are the price will remain as is, even if the "screen" that picked this company had historically high annual revenues.

Technical Analysis -- Buying the Chart

What happens if you become fully convinced that all facts about publicly-traded companies were completely disseminated, giving no one any advantage whatsoever by either evaluating the business or interpreting the numbers? What does that leave you to do? You can try forgetting about beating the returns in the market by buying an index fund. There is another option which investors have taken: trying to build a set of charts that might show how other investors evaluated a stock at any certain time, specifically finding traces of large institutional investors which often lead to very significant price fluctuations. This approach, which some investors apply, is referred to as technical analysts and uses charts that practitioners believe can bring information and insight into the psychology affecting the behavior of a stock. As it is in other areas, many chart purists exist, although some investors turn to charts only to time investments after they have checked out the charts through the eyes of a fundamental or quantitative analyst.

We cannot present a step-by-step process to describe technical analysis; but various several tools exist. The most significant indicators appear to be definitive chart patterns portraying certain price fluctuations during times when the volume of trading hits a particular level. Some of the often used charts are the following: logarithmic charts, point-and-figure charts, Japanese candlesticks, and others.

Technical analysis pitfalls

Technical analysis is based on the presumption that specific chart patterns confirm indications of market psychology pertaining to either a particular stock or the market in general at crucial points. So far, much of the statistical research academics have conducted to assess whether indeed these chart forms really predict has not confirmed the supposition, as discussed by Burton Malkiel in his book, A Random Walk Down Wall Street. As with supposed new cure-all drugs or supplements out on the market, much of the trust in technical analysis revolves around anecdotal experience and not some form of durable statistical validation, unlike some fundamental and quantitative approaches which have so often successfully predicted future events. As one critic quipped, “Technical analysis is essentially as useful as reading tea leaves.”

Trading -- Doing What Works

Trading has gained such popularity, taking on celebrity status at par with such figures as Michael Phelps and Pokemons. And this happened while trading commissions have come and gone and growing numbers of people have gotten their hands on real-time information about stock prices. Commonly, traders utilize a medley of fundamental, quantitative and technical approaches with a short-term direction. This tends to make trading a high-strung activity where an investor hopes to catch a few percentage points from each trade. Hence, in spite of its popularity, trading is never a structured, rational compilation of information we can reduce into a small primer.

So many beginning investors who started out hypnotized by the perceived pie-in-the-sky appearance of   trading, often lose a lot of money before discovering that with thousands of other traders running after the same pie, oftentimes, the fastest, most experienced, and most well-equipped technically are the ones who make money -- and these are usually the veteran investors and not novices. Successful trading, as every trader will emphatically say, demands meticulous focus, discipline and diligent work; so anyone who thinks that using a Quotrek while holding down a job at a fast food outlet might want to reconsider.

Arguments against trading

Obviously, trading requires much time to become good at it. Yes, we have heard of many superstar traders; but we often forget that these traders have the equipment and the time of day – perhaps, the whole day -- to trade consistently. It may sound discouraging; but considering the time and effort that most successful traders put to engage in trading; the prospects for beginners to attain the same benefits with less effort and fewer resources is quite low. With the amount of money involved in the stretch of a day to a year investment time-period, a person with limited time will potentially gain greater success in a personal business venture on a long-term basis than diving headlong into a Vegas-like environment.

Summary

For now, you may be capable of naming and defining accurately every acronym of approaches we have discussed, such as CANSLIM and GARP. Likewise, you have understood some underlying investing principles minus those odd acronyms. You know the gist of such methods as fundamental, quantitative, and technical analysis used in choosing stocks. Most probably, you will eventually devise your own peculiar style of investing. And as you increase you knowhow and expertise in this exciting adventure, you will build your personal investing philosophy that will fit your own special needs and objectives perfectly.

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Winning Strategies for Beginner Investors (Part 1)

Winning Strategies for Beginner Investors (Part 1)

Many people will never experience how it is to invest in stocks. They are, sadly, missing the great benefits as well as the possibilities that they and their money are capable of doing. If you are one of those people, take a few minutes to consider how you can begin the experience and find out what it has really in store for you.

Mutual funds provide the appropriate ice-breaker for beginners. For just a few hundred bucks, mutual funds can offer you easy access to thousands of various stocks, giving every investor enough protection from the variety of broad-based mutual funds. The potential of losing a significant amount of money may happen when the whole market melts down; however, losing in one or two companies will not hurt as much as long as your overall portfolio remains buoyant.

On the other hand, investing in individual stocks can bring higher returns. This is because choosing the right individual stocks can offer potentially greater benefits compared to a diversified mutual fund.

How do the winners choose?

As with everything else in life, those who succeed are the ones who have perfected the method of diminishing, if not totally eliminating, careless mistakes or choices. A chef always has to depend on a recipe to make a perfect dish. A chess player will have to decide the best opening or defense to defeat one’s opponent and use either to gain the best positions. A teacher will need to prepare an outline of every lesson before facing a class. Investors also need a viable strategy.

There are specialized approaches to investing; but first, you have to get acquainted with the various methods for analyzing stocks. Chess playing can be more nerve-wracking or head-splitting than investing; nevertheless, you have to spend enough time seriously planning how to invest your hard-earned money.

Analyzing Fundamentals -- Buying a Business (Value, Growth, Income, GARP, Quality)

Buying a share of stock represents your owning part of a business or company. Hence, in order to determine the right value of a stock, you should figure out how much the company’s worth is. In general, this is done by evaluating the financials of a business, breaking it down in terms of the value of each share to arrive at the proportional worth of the share of the business. We often refer to this as "fundamental" analysis; and for many people, no other alternative way of evaluating stocks is as good.

In spite of the fact that evaluating a business may seem like an easy task, the challenge arises from the availability of various methods of fundamental analysis. Investors usually raise contrary views and apply subcategories in their desire to fully comprehend their chosen investing approach. Ultimately, most of them apply a method that incorporates the best strategies of various approaches. Whatever unique characteristics that differentiate these approaches are generally invented academic techniques and not real practical distinctions. And so, economists who evaluate the stock market categorize value and growth while practitioners consider these labels to be very useful. It will serve some good for the beginning investor to understand the following descriptions; hence, we will clarify what most investors mean in using these terms, although you must take care to verify the exact meaning of any person using them.

Value

A wise guy once said that a cynic is anyone “who knows the price of everything and the value of nothing.” That may apply to many people; but your goal as an investor is to know the price and the value of a firm’s stock, that is, to buy companies at a considerable discount to their intrinsic value or the worth of the business if sold the following day. In short, every investor is essentially a "value" investor, buying a stock whose value is greater than the price paid for it. Ordinarily, value investors intentionally look for the liquidation value of a company, meaning to say, the value of the assets if sold tomorrow. Nevertheless, the concept of intrinsic value is not explicitly attached to the liquidation value, making value quite an elusive matter to pin down. This only goes to show that while so many value investors have their own specific views, not everyone using the term "value" agree on one meaning.

Benjamin Graham is considered as the pioneer who established the foundation for modern value investing, in his 1934 book, Security Analysis (with co-writer David Dodd), which is currently used by many investors. There are other personalities known as dedicated practitioners of the value method, such as Michael Price and Sir John Templeton. Most of them apply extremely stringent guidelines for buying a company's stock. Their rules are often usually founded on the connections of the present market price of the business to specific business fundamentals. The following are examples:

  • Price-to-earnings ratios (P/E) beneath a specific absolute limit

  • Dividend returns beyond a specific absolute limit

  • Total sales at a specific level in relation to the firm's market value

  • Book value of each share at a specific level in relation to the share price


Growth

Growth investing refers to the concept of buying company stock with potentially high growth rates in earnings and sales. In this case, growth investors often focus the company's worth as a current business venture. Most of them choose to maintain their hold on these stocks for long durations. Eventually, growth ceases to be a real determinant of a company’s value, especially when investors refrain from buying into companies which are not growing. Two individuals are responsible for popularizing the idea of growth investing in the 1940s and the 1950s, namely: T. Rowe Price, founder of the mutual fund firm having the same name, and Phil Fisher, writer of one of the most influential investment books published, Common Stocks and Uncommon Profits.

Growth investors analyze the essential quality of the business and the growth rate before buy into it. Often, these investors get enthused with the arrival of new industries, new companies and new markets and buy company stocks they consider to have potentials of enhancing sales, earnings, and other vital business metrics at a certain minimum level yearly. Usually, growth is seen as a contrasting measuring stick in relation to value by many investors; however; the distinctions can blur at times.

Income

Even though many people buy common stocks, expecting the shares to grow in value, many others still buy stocks principally for the regular dividends they provide. These people are called income investors, who commonly neglect businesses offering shares with high prospects of capital growth to buy high-income, dividend-generating businesses in slow-growth industries. They prefer businesses that offer attractive dividends, such as real estate investment trusts (REITs) and utilities, in spite of the possibility of investing in firms going through dire problems and whose share prices have dipped substantially low that the dividends are subsequently so high.

GARP

GARP stands for “growth at a reasonable price” – and we know how much easier it is to use acronyms. To GARP investors, the best approach is to unify the value and growth approaches and incorporate a numerical twist. GARP practitioners prefer companies with sound growth potentials and high resent share prices which do not represent the fundamental value of the company, earning a "double play" as earnings grow and the price-to-earnings (P/E) ratios of those earnings also grow. GARPs most popular practitioner is Peter Lynch, the former Fidelity fund manager.

GARP involves one of the most common methods of buying stocks when the P/E ratio goes below the rate at which share earning can grow later on. As a business’ share earnings grow, the P/E of the company will decrease if the share price stagnates. Since rapid-growth firms can ordinarily maintain high P/Es, the GARP investor buys shares which will be low-priced tomorrow if the growth happens as predicted. But, if growth fails to arrive, the GARP investor's expected gain can go up in smoke.

Since GARP offers so many chances to only consider numbers rather than the business per se, many GARP methods, such as the almost pervasive PEG ratio and Jim O'Shaughnessy's ideas in What Works on Wall Street, are actually mixtures of fundamental analysis and quantitative analysis.

Quality

Nowadays, majority of investors apply a combined approach using growth, value and GARP strategies. They seek excellent companies offering "reasonable" prices. While they possess no compact guidelines for the type of mathematical connection between share price and business fundamentals, they do have a common philosophy of evaluating company valuations and their intrinsic worth. Generally, they utilize quantitative analysis, such as return on equity (ROE) and qualitative measurement of the management’s capability. Most of these investors call themselves value investors, even though they focus more on the worth of the company being a dynamic organism instead of a static asset that has value.

Warren Buffett of Berkshire Hathaway is considered the most well-known defender and practitioner of this method. Having learned from Benjamin Graham of Columbia Business School, he subsequently partnered with, Charlie Munger, who helped shift Buffet’s focus on Phil Fisher's mantra of growth-and-quality.

Misgivings about fundamental analysis

Critics of the fundamental analysis point to two primary points against it. First, they think that the approach uses precisely the kind of information that all primary players in the stock trade know and use beforehand. This, they say, does not add any genuine edge. Why bother with the fundamentals if all you do is remain as knowledgeable or as unaware as the next guy beside you? Second, a bulk of the fundamental stats is “muddy” or “blurred”, any person can make one’s own interpretation. A few talented investors may have succeeded with this method; however, detractors believe the ordinary investor can save a lot of trouble by leaving fundamentals alone.

Quantitative Analysis -- Using Numbers to Buy

The method of analyzing only the numbers with practically no regard for the business involved is called pure quantitative analysis. So, if you talk, walk and eat numbers more often than not, you must be a quantitative analyst. Whereas fundamental analysis considers numerical analysis at times, the main thrust is the concerned business, looking closely at management's capability, the nature of the competition, potential markets for innovative products, and others. Such things, for quantitative analysts, belong in the realm of personal opinions and not in the field of solid, raw facts that generate objective analysis.

Benjamin Graham, a major proponent of fundamental analysis, also helped popularized this method. At Graham-Newman partnership, he urged analysts to avoid talking to management in evaluating a business and told them to wholly focus on the numbers, thus eliminating biased management views.

With the proliferation of computers, many "quants" (as proponents are called) have cranked up the numbers more efficiently and, thereby, buying and selling businesses purely on quantitative evaluation while totally disregarding the present valuation or tangible business involved. Quite a revolutionary step away from fundamental analysis, we must admit. Moreover, "quants" will commonly inject concepts, such as a stock's comparative strength, which is the level at which the stock has stood in relation to the market, in general. These investors are fully convinced that discovering the appropriate figures can assure positive results. The company, D.E. Shaw, utilizes complex mathematical algorithms to determine tiny price differentials in the markets.

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Southbourne Group Singapore, Tokyo Japan: Terms & Conditions

Your use of our Website

We hope that your visit to Southbourne Group is pleasant and beneficial to you. We also hope that you will visit once again more often and avail of our various services. The information published on this site is furnished for informational purposes only. All information and content on this Web site is subject to relevant statutes and regulations, furnished “as is” with no guarantee of any kind, implied or expressed, including but not restricted to implied warranties of merchantability, suitability to a certain objective, or non-infringement. While Southbourne Group strives to furnish precise and prompt information, there may be unintended technical or factual inaccuracies and typographical mistakes for which we ask your indulgence. We reserve the right to make amendments and necessary rectifications at any time.

Southbourne Group does not guarantee that the services contained in the materials will be uninterrupted or error-proof, that defects will be corrected, or that this website or the servers that make it available are without viruses or other adverse elements. Southbourne Group does not warrant or represent that the materials on this website are correct, precise, or dependable. You (and not Southbourne Group) assume the whole cost of all relevant servicing, repairs, or correction of your property or operations arising from any problems from utilizing this website.

Hyperlinks to other Site

We may oftentimes provide “hyperlinks” or, simply, “links”, to other firms’ websites. We furnish these links when we believe there are other websites that may assist or benefit you. This is provided as a service to you and should not be understood as an endorsement of any website, firm, product or service by Southbourne Group. While we strive as much as we can to furnish links only to those websites we think are trusted and dependable, we cannot be responsible for the content or accuracy of the data presented on those websites and we particularly waive any liability for any loss or damages which you may incur, directly or indirectly, from your use of them. We reserve the prerogative to disable a link to a third party blog at any time. If you leave this website via a hyper-link to another website, you do so at your own risk.

By visiting our website, you personally shoulder any risk that the Internet and online communications medium may not operate as intended in spite the efforts of Southbourne Group, your Internet Service Provider, and you.

Decisions based on data published on Southbourne Group’s website are the sole responsibility of the visitor, and as a result of using Southbourne Group site, the visitor consents to free Southbourne Group against any claims for damages resulting from any decisions the visitor makes based on such data.

You are not permitted to post on or transmit to or from this website any illegal, threatening, libelous, defamatory, seditious, scandalous, obscene, inflammatory, pornographic, or profane material, or any other content that could lead to any civil or criminal liability under the law.

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Contact Information of Southbourne Group Singapore, Tokyo Japan



Office Address 1:

Level 37, Ocean Financial Centre, 10 Collyer Quay, Raffles Place, Singapore 049315

Telephone: +65 31 590 969

Office Address 2:

Level 21, Shin-Marunouchi Center Building, 1-6-2 Marunouchi,

Chiyoda-ku, Tokyo, Japan 100-0005

Telephone: +81 3 4510 6150

Careers

If you are interested in applying for a position in our group of professionals, please fax your application letter and resume, or send an application e-mail.

In your application letter, kindly identify your special skills and the field of the company where you feel you would be of the greatest value. Please include your salary needs and professional references. All resumes submitted will be held confidentially.

Southbourne Group provides equitable opportunities to all its employees and does not discriminate against any individual employee on the basis of race, creed, color, belief or religion, ancestry, sex, ethnic origin, age or physical disability.

Candidates must provide documented track record in business development with plan sponsors. The personnel will work with existing consultant-relations and client-relationship management groups in providing the progress goals of the firm’s institutional business.

Website: http://southbournegroup.com/

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Southbourne Group Singapore, Tokyo Japan on Privacy Policy

Because your Trust is so important

Your trust serves as the cornerstone of our relationship. This is why Southbourne Group conscientiously strives to protect your privacy. The information that you furnish us is held in the strictest of confidence. Southbourne Group does not intend to sell the personal data of our customers to third-party entities. Southbourne Group are happy to keep that obligation to you, because your trust in us vital to our business relationship. The following privacy policy illustrates how we make use of and safeguard our customers’ private information. Kindly read it carefully.

Notice of your Financial Privacy Rights

We, our, and us, as alluded to in this notice, refers to Southbourne Group. This is our privacy notice for our customers. When we mention the words “you” and “your”, we refer to several types of clients based on their involvement with us.

Our consumer clients are those who have an ongoing relationship by acquiring or holding financial products or services such as an:

  • Self-directed Individual Retirement Account

  • Financial, investment, or economic advisory services

  • Mutual fund shares

  • All IRA accounts for which we serve as custodian

  • All individuals who use our trust department

  • Former customers


Southbourne Group will inform you accordingly as to the sources of the information we gather about you. Moreover, we will let you know what measures we take to protect that information. Let us define some terms beforehand:

Nonpublic Personal Information means information about you that we acquire in connection with furnishing you a financial service or product. To help the government control the financing of terrorism and money laundering schemes, Federal law requires all financial institutions to acquire, validate, and record data that identifies every person who opens an account. Hence, when you open an account, we will require you to furnish your name, address, date of birth, and other data which will allow us to identify you. Southbourne Group will also request you to show us your driver’s license or other identifying papers.

Nonpublic personal information does not include information which is available from public archives, such as telephone directories or government documents. Hereafter, we will use the term “information” to mean nonpublic personal information as already defined in this section.

An affiliate is a firm we own or manage, a firm which owns or controls us, or a firm which is owned or controlled by the same company that owns or controls us. Ownership does not necessarily mean absolute ownership, but owning enough of the company to have management control.

A nonaffiliated third party is a person we do not employ or a firm which is not affiliated to us. We refer to this also as a nonaffiliated third party, or simply as an “other party”.

The Information we Collect

We gather information about you from these sources:

  • Information you furnish us on applications or other forms

  • Information about your dealings with us

  • Information about your dealings with our affiliates

  • Information we disclose about you


Southbourne Group does NOT divulge any data about you to anyone, except as allowed by law. This might include disclosures necessary to process your account, undertake joint-marketing or prevent illicit transactions.

Destruction of Sensitive Data. All records and information are carefully shredded before disposal. Destruction of documents is undertaken by authorized employees and/or bonded firms when the shredding of huge quantities of records is necessary.

The Confidentiality, Security, and Integrity of your Information

Southbourne Group confine access to data about you to staff members who need to know that information to furnish products or services to you. We keep physical, electronic, and procedural protection to secure this information.

Information about Former Clients

Southbourne Group has the same policy about divulging data about former customers as we do about present ones. Southbourne Group does not gather account or personal information from visitors who browse the public sections of our website. Southbourne Group does use “HTTP cookies” – tiny pieces of information that the company requests your browser to store. However, the company uses these cookies merely for website statistical information only. The company does NOT use them to acquire your e-mail address, or to view information in cookies created by other websites. Southbourne Group will not share the data in our cookies or give them to others.

What You Can Do

To protect your nonpublic, personal data, the company suggests that you do not divulge your account data or username and password to anyone. If you become suspicious of any activity like fraud with regard to your account, kindly contact us as soon as possible.

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Private Wealth Management of Southbourne Group Singapore, Tokyo Japan



Welcome to client-focused Private Wealth Management.

At Southbourne Group, we assist families and individuals safeguard their richly-deserved assets while striving to attain their financial objectives that keep them challenged.

As a Southbourne Group customer, you will connect with a Relationship Manager who will personally come to know you and your objectives. Your Relationship Manager heads a group of experts that supervise each item of your wealth management approach – from implementing your tailor-fitted portfolio and furnishing you with meticulous reporting, to satisfying your queries and addressing your daily requirements.

At the core of our portfolio development strategy is the Enhanced Balanced™ Portfolio. To know more about this time-proven investment structure, browse the portfolio’s incorporated funds shown as follows:

Enhanced Balance Allocation

An extensive allotment approach from Southbourne Group is founded on our Enhanced Balanced Allocation – an asset approach strategy created utilizing remarkable return/risk and correlation data, merged with our proprietary capital market projections. This proprietary allocation approach is intended to increase potential revenue while reducing risk, and offers the structure for our customers’ portfolios.



As a customer, your portfolio will include:

· A participative approach to setting up an asset allotment policy and rebalancing recommendations using the firm’s proprietary capital market projections.

· Openness to a tailor-fit asset combination that will address individual investment goals and degree of risk tolerance.

· Accessibility to several managers to obtain exposure to an assortment of investment approaches and principles.

· Professional investment management groups that offer input on underlying asset types and suggested goal weightings.

· An attractive fee schedule founded on degree of assets – not the quantity of asset types.

Private Wealth Management

At Southbourne Group, we assist families and individuals safeguard their richly-deserved assets while striving to attain their financial objectives that are important to them.

As a Southbourne Group customer, you will connect with a Relationship Manager who will personally come to know you and your objectives. Your Relationship Manager heads a group of experts that supervise each item of your wealth management approach – from implementing your tailor-fitted portfolio and furnishing you with meticulous reporting, to satisfying your queries and addressing your daily requirements.

At the core of our portfolio development strategy is the Enhanced Balanced Portfolio. To know more about this time-proven investment structure, browse the portfolio’s incorporated funds shown as follows:



Investors Relations

Corporate Profiles

Southbourne Group offers investment management assistance to institutional investors, private capital customers and investment intermediaries. Southbourne Group administers an assortment of investment methods, Global and Emerging Markets equities as well as income-based portfolios. Use to these methods is accessible through segregated accounts, co-mingled funds and mutual funds.

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Southbourne Group Singapore, Tokyo Japan on Investments

Southbourne Group Singapore, Tokyo Japan on Investments

Southbourne Group Personal Strategies are diversified portfolios that assist institutional customers leverage our sensible, value-based investment approach to aim for particular asset types and market areas.

Southbourne Group Large Cap Value

The Southbourne Group Large Cap Value Strategy invests in about 40 to 60 firms with appealing evaluations. The portfolio group searches for high-quality firms with potentials for future productivity that are considerably stronger than what is presented in the present stock value. Firms with enough free cash-flow and low-debt are selected.

Portfolio risk is managed by restricting the expected weight of each holding, setting maximum position boundaries, and constricting sector weightings. The beta of the portfolio is commonly below that of the market.

Buy Discipline

Firms are strictly scrutinized and factors measured in evaluating securities include:

  • Increasing ROE (Return On Equity)

  • A decreasing debt/equity ratio

  • Positive cash-flow

  • Positive revenues surprise without a matching increase in Wall Street profits estimates.


Sell Discipline

The Sell Discipline is vital to managing portfolio risk and includes:

  • Stock attains ultimate price goal.

  • Fundamental change in firm or sector that adversely affects initial investment concept.


Southbourne Group Income Opportunity

The Southbourne Group Income Opportunity Fund is a dynamically administered portfolio that aims to produce active revenue with asset increase and tax competence by concentrating on firms with cash-flow that is stable enough to maintain a continuous or growing dividend. The fund selects dividend-issuing common stocks, preferred stocks, convertibles securities, royalty trusts, energy MLPs, REITs, and certain debt instruments.

Investment Approach

  • Offers greater present revenue than those of conventional fixed-income instruments.

  • Vigorously administered portfolio of liquid and transparent securities.

  • Invests in an assorted group of revenue-producing asset types.


The Fund’s Investment Universe Include:

  • Preferred Stocks

  • Dividend-Paying Common Stocks

  • Convertible Securities

  • Bonds and Other Debt Securities

  • Real Estate Investment Trusts (REITs)

  • Master Limited Partnerships & Trusts (MLPs)

  • Money Market Instruments

  • Inflation-Sheltered Securities


Southbourne Group Dividend Growth

The Southbourne Group Dividend Growth portfolio focuses on long-lasting capital growth through bottom-up security options while concentrating on firms with a consistent and rising dividend output. A minimum of 80% of the portfolio is put into securities that provide a dividend presently. The procedure favors firms with high cash-flow turnover on capital and appealing valuations. The strategy invests in about 40 to 60 firms with market capitalizations higher than $1 billion.

Investment Approach

The process starts with several quantitative evaluations that are intended to pinpoint top-quality firms with characteristics such as attractive valuation, an excellent degree of cash-flow return on capital, consistent dividend, and a manifest dedication to increasing the cash-flow payoff.

When such firms are pinpointed, they undergo a proprietary Multi-Factor evaluation which categorizes firms based on:

  • Valuation

  • Free cash-flow measurements

  • Revenues quality, comparing economic returns to GAAP (Generally-Accepted Accounting Principles) returns.


The firms that rate in the top quintile are evaluated subsequently by the fundamental research group, and those exhibiting viable fundamental structures are deemed qualified for acquisition by the portfolio group.

Risk management procedures involve a sector weight limit of 25% on an absolute basis, exposure to a minimum of six sectors, and at most 5% position size.

Sell Discipline

Sell motivations may include:

  • Decrease in the proprietary Multi-Factor grade standing.

  • Decrease in the dividend payout.

  • Infringement of the investment hypothesis.

  • Attainment of the price goal initially set.


Southbourne Group Global Equity

The Global Equity Strategy provides investments in the common stock of 65 to 85 firms based worldwide, with market capitalizations over USD $1 billion.

We believe that investments in viable enterprises that are valued incorrectly and that can produce high and consistent revenues growth will allow excellent economic returns on a long-term basis.

A bottom-up firm evaluation process that is mixed with a country allocation structure is the main factor in our decision-making method. In depth, proprietary fundamental investigation undertaken by the group of portfolio managers and analysts on an international scope is used to uncover promising market stocks with consistent earnings growth and Economic Value Added (EVA) potentials unnoticed by the market, at appealing assessments.

Buy Discipline

Preliminary screens are used to limit the collection of investable firms by searching for firms with necessary trading liquidity, market capitalization and Cash Flow Return on Investment (CFROI) measurements.

When the first list is created, Research Analysts undertake additional industry-defined evaluations and screen the list further through sector-defined evaluation multiples and/or operational parameters. The Analysts and the head Portfolio Manager then create a Priority List of the top contenders for farther due diligence based on both qualitative factors and sub-sector dynamics.

Fundamental evaluation is undertaken in three phases:

1. Qualitative evaluation aims to comprehend and estimate a firm’s franchise worth, competitive edge over other firms, growth motivators and management orientation.

2. Quantitative evaluation, on the other hand, scrutinizes and assesses the firm’s financial statements for the last 1 to 2 operational cycles as well as predicts its performance through the coming 3 to 5 years.

3. Computation of fair value: Utilizing the discounted cash-flow method, along with parameters such as P/E, price/cash flow, and enterprise value/ EBITDA, we estimate a reasonable fair value price.

Sell Discipline

Stocks acquired in the portfolio are kept until a new option with better fundamentals and revenue characteristics is identified. All portfolio holdings and contenders are assessed within the scope of the general portfolio. There are no instant sales of securities; however, prospective sell stimuli may include achievement of fair value and decrease in worth or essential quality.

Southbourne Group Emerging Markets

The Emerging Markets Strategy invests in the common stock of 70 to 90 firms that are situated, or conduct major operations in expanding markets and have market capitalizations of more than USD $500 million. We believe that investments in viable enterprises that are not correctly valued and can produce positive and consistent revenues growth will allow excellent economic returns on a long-term basis.

A bottom-up firm selection strategy is the main asset in our decision-making procedure. In-depth, proprietary fundamental investigation undertaken by the group of portfolio managers and analysts on a worldwide scope is utilized to uncover rising market firms with consistent revenues increase and Economic Value Added (EVA) potentials not identified by the market, at appealing appraisals.

Buy Discipline

Preliminary filters are used to limit the scope of viable firms by searching out those with necessary trading liquidity, market capitalization and Cash-Flow Return on Investment (CFROI) parameters.

After the first list is produced, Research Analysts undertake additional industry-based filters and evaluate the list further through sector-sensitive estimation multiples and/or operational measurements. The Analysts, and lead Portfolio Manager then create a Priority List of the best prospects for greater due diligence based on qualitative factors and sub-sector patterns.

Fundamental evaluation is undertaken in three phases:

1. Qualitative evaluation aims to comprehend and estimate a firm’s franchise worth, competitive edge over other firms, growth motivators and management orientation.

2. Quantitative evaluation, on the other hand, scrutinizes and assesses the firm’s financial statements for the last 1 to 2 operational cycles as well as predicts its performance through the coming 3 to 5 years.

3. Computation of fair value: Utilizing the discounted cash-flow method, along with parameters such as P/E, price/cash flow, and enterprise value/ EBITDA, we estimate a reasonable fair value price.

Sell Discipline

Stocks acquired in the portfolio are kept until a new option with better fundamentals and revenue characteristics is identified. All portfolio holdings and contenders are assessed within the scope of the general portfolio. There are no instant sales of securities; however, prospective sell stimuli may include achievement of fair value and decrease in worth or essential quality.

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The Business of Southbourne Group Singapore, Tokyo Japan



Southbourne Group strives hard to minimize risk and retain transparency in our customers’ portfolios, as well as in our enterprise. Southbourne Group sustains a healthy balance sheet with no liability and a minimum one-year’s value of working capital in hard currency always. Southbourne Group does not make use of leverage, take deposits, or make loans.

As a publicly-traded firm, a registered investment counselor, and a state-certified trust firm, Southbourne Group is under several tiers of supervision.

Role in the Community

Welcome to a Cultrate that Cares.

Southbourne Group has a vast experience of serving the cause of a more resilient community and self-reliant future. Through our ideas and accomplishments, the company plays a vital role in creating a greener, more vibrant economy.

To create a concrete change in our community, the company inspires all of our workers to participate. Our labors are not merely oriented outward; the company invests a significant amount of psychic and material capital to produce a vigorous and joyful place to establish a career in helping clients succeed.

Company Culture

For each incoming year, the company all anticipates productive moments and demanding times – both as individuals and as a group.

Institutional Investing

Welcome to goal-oriented Institutional Investing.

At Southbourne Group, the company assist institutional investors expand their portfolios, manage risk, and achieve excellent long-lasting performance.

Corporate pension and public retirement programs, foundations, endowments, mutual funds, and high-net value individuals trust Southbourne Group for entry to an assortment of investment instruments to aid them attain their objectives.

  • Our Single Investment Institutional Approaches are intended to assist bigger institutional investors identify certain asset types and market areas that match their general portfolio.

  • Our Comprehensive Asset Allocation Strategy is created to aid smaller firms and high-net value individuals invest in a more favorable mixture of Southbourne Group methods.


As a Southbourne Group customer, your service group includes primary and secondary Client Relationship Managers, a Client Advocate, and an Operations Specialist – all committed to continually keep you informed and served well.

Please get in touch with us to find out which Southbourne Group Investment Strategy perfectly suits your needs.

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Southbourne Group Singapore, Tokyo Japan

Author:Southbourne Group Singapore, Tokyo Japan
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