Product Offerings
FORTUNA ONE
Long term Capital Compounding Approach. Focused on Long Term Wealth Compounding through investments in Listed Equity Securities. FORTUNA ONE targets high net worth clients who can wait to see their investments grow over periods of three years or more, and who can withstand interim volatility while the core investment thesis plays out.
- Fundamental Analysis
- Long Term Conviction
- Accept Volatility but Avoid “Risk”
FORTUNA TWO
Inflation Protect Strategy. Focused on stable inflation beating returns from a selection of Debt Securities. FORTUNA TWO targets debt allocation of high net worth client portfolios, to ensure the real value of their investments is protected from Inflation. This also gives us the flexibility to increase allocation to Equities when opportunities arise
- High Credit Quality Debt Securities
- Short to Medium Tenor
- Low Volatility
NON-DISCRETIONARY
We also offer a Non-Discretionary Strategy to select clients willing to partner with us on the investment thesis. Here we work on building investment thesis and discuss with our clients. We execute only once we have written confirmation from respective clients.
- Ideas Researched by the PM
- Client Discretion to Invest
- Execution by the Platform