Our Philosophy

Diversified exposure

Distinctive investment model

Global Resources

Fundamental Research

Capital Preservation

Diversified exposure to funds as well as targeted, opportunistic portfolios to capitalize on client-specific asset allocation goals. Portfolios are actively managed to reflect the unique risk, return, and liquidity preferences that are tailor made to our client.

Our distinctive boutique investment model encourages an innovative and focused approach for generating investment performance, embracing diverse range of investment ideas, philosophies and approaches across asset classes and styles.

That’s what makes Excelerate standout in attracting the finest professionals around the world in pursuit of superior long-term performance for our clients, as we believe human resources are the most valuable asset within financial services industry. With the dedication of this principal, we maximise the function of client’s assets to achieve promising return.

We emphasize a bottom-up, fundamental approach to investment portfolio investing that permeates the manager selection, portfolio construction, and risk management functions. This bottom up process is merged with the strategic and tactical top down views of the investment committee to capitalize on timely opportunities and minimize risks.

Protecting capital is paramount. We recognize that managers can react more quickly to adverse market environments and we, therefore, emphasize a disciplined risk management process and have demonstrated an ability to protect capital during periods of market stress.

Objectives

Diversified exposure to funds as well as targeted, opportunistic portfolios to capitalize on client-specific asset allocation goals. Portfolios are actively managed to reflect the unique risk, return, and liquidity preferences that are defined by our client.

 Distinctive  Investment Model

Our distinctive boutique investment model encourages an innovative and focused approach to generating investment performance, embracing a diverse range of investment ideas, philosophies and approaches across asset classes and styles.

Global Resources

That’s what makes Excelerate standout in attracting the finest professionals around the world in pursuit of superior long-term performance for our clients, as we believe human resources are the most valuable asset within financial services industry. With the dedication of this principal, we maximise the function of client’s assets to achieve promising return.

Fundamental Research

We emphasize a bottom-up, fundamental approach to investment portfolio investing that permeates the manager selection, portfolio construction, and risk management functions. This bottom up process is merged with the strategic and tactical top down views of the investment committee to capitalize on timely opportunities and avoid potential risks.

Capital Preservation

Protecting capital is paramount. We recognize that managers can react more quickly to adverse market environments and we, therefore, emphasize a disciplined risk management process and have demonstrated an ability to protect capital during periods of market stress.