INVESTMENT STRATEGY

Our Approach and Process

At Praesidio Wealth Solutions, our investment approach is founded on over 20 years of international experience and the use of institutional-grade tools and expertise to craft meticulously researched portfolios. Through relationships with some of the world’s most esteemed fund managers, we conduct in-depth analysis across traditional and alternative asset classes.

The result is the Praesidio Wealth Solutions Fund—a selective, independently managed portfolio free from conflicts of interest, designed to deliver optimal investment outcomes. Every underlying fund undergoes a comprehensive due diligence process, including face-to-face evaluations with fund managers and detailed assessments of their methodologies and processes.

Our Approach and Process

Our investment strategies span equities, fixed-income options like bonds, and alternative investments such as private credit and hedge funds. This diversified approach balances risk and enhances stability, ensuring individual investments perform well and complement one another under varying economic conditions.

The result is a robust, resilient portfolio designed to preserve capital while fostering long-term growth. By integrating strategies with low or negative correlation, we align our clients’ investments with their financial goals and adapt effectively to market changes.

Investment strategies

The inclusion of an underlying asset class or strategy is determined not only by its stand-alone investment merits but also by its expected behaviour in specific macroeconomic environments and its correlation with other strategies within the portfolio.

As a result, many of the Fund’s underlying investments exhibit low or negative correlation, ensuring they respond to macroeconomic drivers of returns in a differentiated and complementary manner.

The Fund currently comprises the following underlying strategy types:

Investment Strategies - Alternatives

Private markets have generated better risk-adjusted returns over the long-term than other major asset classes:

Our Approach to Diversification

To illustrate the benefits of our approach, a correlation table of select underlying strategies within the Praesidio Wealth Solutions Fund is provided for indicative purposes.

The portfolio management team employs a dynamic and active approach to managing the Fund, making adjustments when necessary to optimize performance. While most changes are incremental, we are fully capable of implementing wide-reaching, significant adjustments should circumstances require.

Our decisions are guided by a commitment to calm, considered judgment—free from emotional influence and grounded in thorough analysis and long-term perspective.

Results – Risk and Return

For illustrative purposes, a back-tested analysis of the Praesidio Wealth Solutions Fund’s performance, using data up until 31 August 2024 is shown below