Management

In an always-changing market environment, managing investments takes a lot of time and skill, especially as markets and solutions are becoming more complex and generally require the services of professionals such as Evasant.

In the pursuit of above-average or superior investment returns, we offer our clients various investment strategies that include all major asset classes, and some less traditional or alternative investments. While alternative investments are not suitable for all investor types, when carefully included in a well-diversified portfolio, they can yield attractive and sustainable returns.

Depending on their approach to investments, clients can also choose either discretionary or advisory portfolio management.

• Alternative Investments

  Alternative investments include private equity, hedge funds, property, commodities, and real assets such as art or antiques, with more recent additions such as cryptocurrencies becoming more widely used.

  Alternatives are distinguished from traditional investments by their unique characteristics and are typically private, more difficult to access, higher risk, and less liquid but have the potential to generate superior returns by capitalizing on price discrepancies and other market inconsistencies.

  Investing in alternatives requires specialist knowledge to navigate effectively, but as they have a low correlation to traditional market indices, they offer diversification, reduce overall volatility, and can substantially improve risk-adjusted returns over time.

• Direct Equities

  Direct equities, stocks, or shares are the most well-known and commonly held investments in most people's portfolios.

  Equities can be bought and sold freely on the many stock markets around the world, ranging from the main boards in the US to secondary markets in emerging countries.

  They offer the investor the ability to own a small piece of major companies and equity values are affected by the company's performance, wider economic issues, currency fluctuations, and other factors that may or may not be directly related to how well the company is performing. Over the longer time, equities have performed very strongly and are considered a mainstay for retail investor portfolios.

• Private Equity

  Private equity entails investing in privately owned companies that are not listed on public exchanges, and not available to the investing public.

  This type of investment is typically used by private equity firms, venture capitalists, or angel investors, who believe their participation in the business can add value, turn a company around, or significantly increase its profitability. Investing in private companies is more complicated than investing in public companies, and your money may be tied up for several years and may require the sale of the company, a merger, or an IPO before you can exit. Minimum investment levels also tend to be substantial and there are added regulations to consider with this type of investing.

  If done right and the business flourishes, there is the potential for very large returns, but there is also the possibility you will lose it all.

• Real Assets

  Real Assets are tangible and include residential and commercial property, land, renewable energy, infrastructure, and even art and collector cars. They increase diversification to investment portfolios, and their physical nature offers the opportunity for substantial growth over time, either as land is developed or prices increase with market demand.

  Real Asset values are not tied to stock market fluctuations and can also provide an income from renting or leasing, as well as offering protection from inflation. There is usually a high level of initial investment needed to invest in Real Assets and, additionally, they are not as easy to trade in when compared to traditional investments such as equities. It can take a long time to find a buyer and sell your holdings, so they are not suitable for all portfolios.

  Real Estate Investment Trusts are publicly traded and have lower entry levels, offering a way to invest in real assets without a large capital investment or being locked in for years.

  While there is certainly the potential for substantial returns, there are risks that include market volatility, changes in regulations, or lack of demand. Despite this, real assets are an excellent option for investors who are seeking tangible assets with the added benefit of receiving income together with capital appreciation.

• Hedge Funds

  Hedge funds are specialist investments run by highly experienced managers that are designed to generate high returns by using intricate strategies, such as leveraging, short selling, and arbitrage. They invest in equities, bonds, commodities, and currencies with the goal of outperforming market averages, whatever the market conditions.

  Hedge fund investment is typically only available for accredited investors and institutions, as there are substantial investment minimums and additional regulatory requirements involved that ensure investors are sufficiently financially astute and can tolerate and accept the risks involved.

  While hedge Funds offer the potential for significant returns, there is a lock-in period, which reduces liquidity in favor of long-term gains.