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INVESTMENT PROCESS
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The Kruger Investment Committee is responsible for
all investment strategies and decisions regarding the
Kruger fund portfolios. We adhere to the following
processes to ensure that investment decisions are
sound:
Quantitative sifting
Some 40 funds are screened, based on risk, return and
yield. The initial quantitative section of the
investment process provides a base. Thereafter a
qualitative process is applied to refine and finalise
the portfolios.
Hands-on process
Relative performance and market trends are monitored
on an ongoing basis.
Quantitative model
Our unique quantitative (mathematical and
statistical) model is applied weekly to achieve and
maintain optimal portfolio composition.
Qualitative analysis
This process involves knowing the fund manager.
Review of process and portfolio
This occurs during the last week of month, if
necessary. Changes are effected when required, but we
avoid incurring unnecessary cost. Portfolios are only
rebalanced if it can be done cost-effectively and if
the model clearly indicates the necessity for
change.
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