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Investment Strategies

Our aim is to offer world class equity, income, and alternative investment strategies

Over the last 20 years we have continuously refined and evolved our investment process, incorporating new methodologies and tools to enhance our offerings.

As a Generation PMCA client, you will work closely with our team of investment professionals to construct a portfolio tailored to your return objectives and risk profile.

II.
BALANCED & CUSTOM

Portfolios built around you

Balanced

For clients with both capital appreciation and income objectives, we construct balanced portfolios drawing on our Growth (equity) and Income strategies, with the percentage allocated to each tailored to clients’ particular objectives, risk tolerances and financial circumstances.

Custom

For clients with unique goals, needs and/or circumstances, we can also construct custom portfolios — for example, for clients who wish to restrict their account from specific sectors or who desire a socially responsible mandate.