CUBECAPITAL

Strategies


We are committed to providing the very highest standard investment solutions. You will not find our offerings through a traditional wealth manager. Our portfolio advisors are at the height of their field, and have their own money invested in the portfolio.

TOTAL RETURN BALANCED

The strategy has a long-term investment horizon and takes balanced exposure to diversified holdings of blue-chip equities and corporate bonds. It has global geographic exposure, investing in high quality, reasonably priced companies with solid growth prospects and a sustainable competitive advantage. Fundamental security selection is central to the investment approach which is manifested in low portfolio turnover. The team looks for stocks with a margin of safety that also provide income to allow the portfolio to be paid for patience. We do not focus on short term sentiment. We aim to exploit market inefficiencies. Highly accomplished investment team with extensive experience studying companies and economic drivers. Investment opportunities are considered by liquidity, conviction and by risk assessment.
TOTAL RETURN BALANCED
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Paul Sedgwick

Paul Sedgwick

Portfolio Advisor

Howard Weller

Howard Weller

Portfolio Advisor

GLOBAL MACRO

Diversified, global equity strategy driven by macro-economic analysis. Investment in a range of large and mid-cap companies in major stock market indices. ETF strategy which focuses on low costs and aims to outperform global tracker funds. Highly accomplished investment team with extensive experience studying economic drivers.
GLOBAL MACRO
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Paul Sedgwick

Paul Sedgwick

Portfolio Advisor

Howard Weller

Howard Weller

Portfolio Advisor

SMART ALPHA - US GROWTH

The strategy is managed in partnership with an award-winning U.K. quantitative research house. The highly acclaimed asset pricing model, which has been utilised by leading financial institutions over the last decade, has been developed and optimised to incorporate ground-breaking new work on Momentum. The asset pricing model driven investment process uses Value, Risk and Momentum as factors to produce an optimal portfolio of U.S. large-cap stocks, aimed at high capital growth.
SMART ALPHA - US GROWTH
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Will Chawner

Will Chawner

Portfolio Advisor

Chris Tinker

Chris Tinker

Portfolio Advisor