Why do clients select LOGIVER as their asset manager?
LOGIVER tailors the application of its investment philosophy to each and every client. Whilst keeping with its fundamental approach it takes into consideration a number of personalized preferences in accessing portfolio managers that will constitute the bulk of underlying assets it invests in.
Outside of a yearly and comprehensive client report LOGIVER also provides regular updates to its clients and ensures client communication is always articulated around individual goals and preferences.
LOGIVER is entrepreneurial, unbiased and truly independent. Recommendations systematically avoid conflicts of interests.
Opportunities LOGIVER invests in tend to be correctly valued if not undervalued many times and the company prides itself in uncovering emerging trends before they become mainstream.
Finally, and within its niche index investing specialization LOGIVER ensures that its fees structure is always transparent and competitive, thus increasing net returns for clients.
Our investment philosophy
The Company firmly believes in the vast amount of academic research which concludes to the fact that ‘Index Asset Management’ is the most appropriate approach to maximize returns whilst reducing risks and volatility through time.
Also known as ‘Index Investing’ or ‘Passive Investing’ this strategy involves tracking the performance of a specific market index. The goal is to match (not surpass) the returns of this market index. This is achieved by investing in a diversified portfolio of selected securities which are representative of the market index. The advantage lies in the reduction of overall fees and expenses whilst providing the broadest exposure to the market index.
This also quite naturally removes the risk which ‘Active Asset Management’ carries through time, and which lies in the issue that individual and narrow securities’ selection will never consistently beat a market index over a prolonged period but will rather result in a collection of uncorrelated ‘better than the market’ or ‘worse than the market’ years.
Our investment strategies
LOGIVER runs Discretionary ‘Index Asset Management’ strategies which it believes allow to match the needs of every investor:
Our strategic and tactical allocations
Our strategic approach relies on an unbiased principle: ‘Weigh the entire market, Buy and Hold’.
Our tactical approach on the other hand involves the understanding and weighing of different dimensions of return which we have clearly identified in academic research and financial literature. They include the following aspects:
As a means of illustration, the dimensions of return which LOGIVER focuses on for the equities portion of the portfolio consist of:
The market dimension
This relates to the return which is generated by the appropriate weighing of equities vs. fixed income securities or cash.
LOGIVER believes investors should in other words be compensated for the higher risk generated when holding diversified equity positions. These should ideally broadly capture the entire market but are inherently riskier than fixed income securities or cash holdings.
The size dimension
This relates to the return which is generated by the appropriate weighing of smaller capitalization vs. larger capitalization equity positions.
LOGIVER believes investors should in other words be compensated when holding smaller market capitalization companies which are believed to be inherently riskier than larger ones.
The value dimension
This relates to the return which is generated by the appropriate weighing of ‘value’ companies (i.e., companies trading at a lower price than what the company’s performance may otherwise indicate from the perspective of its earnings or assets base) vs. ‘growth’ companies (i.e., companies expected to produce sales growth at a faster rate than the average market rate).
LOGIVER believes investors should in other words be compensated when holding value companies which are believed to be inherently riskier than growth ones.
4 available risk profiles in our asset allocation
LOGIVER recognizes that investors have different risk profiles. Consequently, the Company runs defensive, balanced, growth and aggressive portfolio strategies:
Defensive Portfolio – Limited Risk
The objective is mid and long-term capital protection.
The portfolio is mainly invested in fixed income securities of different categories and maturity. Interest income is generated through market conditions.
Balanced Portfolio – Moderate Risk
The objective is mid-term capital protection as well as the generation of some available income through dividends.
The portfolio is invested in equity, money market and fixed income securities of different categories and maturity. Interest income is generated through market conditions.
Growth Portfolio – Moderate/high Risk
The objective is mid and long-term growth in capital as well as the steady generation of income through dividends
The portfolio is mainly invested in equity but can hold fixed income or money market instruments.
Aggressive Portfolio – High Risk
The objective is significant growth in capital in the long term.
The portfolio is mostly invested in equities.