Differentiated
thinking for a disproportionate outcome

Profile

We are an equity portfolio management company that combines the fund management flexibility of a successful investment boutique with the scalability and expertise of a major investment house

Our vision is to be your preferred equity portfolio manager chosen for our investment philosophy and our personal relationships

  • Bellwether Promise

    Everything we do is led by a set of simple promises that are at the core of Bellwether's philosophy. We invest in managements of listed equity, for the medium to long-term, banking on their vision and execution ability to unlock value.

  • Our Approach

    Though our portfolio is a mix of large-caps and mid-caps, our investment focus is biased towards mid-cap stocks with a potential of becoming large-caps. This provides ample opportunity for a reasonably attractive return on our mid-cap bias.

Unrestricted to desktop,
our research is the key to unlocking
the intrinsic potential of a business

Why Bellwether

  • Structure Equity Portfolio

    Combining the fund management flexibility of a successful investment boutique, with the scalability and expertise of a major investment house

  • Family Office

    Managing equity portfolios for private clients and their families and where called upon, rendering general investment advisory services on asset allocation

  • Flexibility

    Recognising that the service model offered by large fund management houses and private banks may be inappropriate for certain individuals

  • Administration

    The administration of each portfolio is streamlined with regular, easy-to-understand information on its progress
     

  • Expertise

    Positioned to leverage our inherent expertise in recognising, analysing and monitoring investment opportunities

  • Customisation

    Understanding a client's personal circumstances and working around them

Performance at a Glance

Our performance is driven by our strength and focus as asset managers

Long-term horizon to
create sustainable wealth