Why Centre

SPECIALIST AND FOCUSED APPROACH

Centre Asset Management is a Wall Street based SEC registered investment adviser and fundamentally-driven specialist active asset manager. Centre manages American and Global equities in relative and absolute return products in sub-advisory mandates from financial institutions and professional investors with the following qualities:

• Concentrated portfolios
• High conviction investment ideas
• Large capitalization focused primarily on blue-chip securities
• Actively managed to generate long term alpha

DIFFERENTIATED FUNDAMENTAL STOCK SELECTION

Long experience within a disciplined framework focuses on the fundamentals of wealth creation/wealth destruction akin to the way a traditional, long-term focused corporate financier looking at all aspects of the business (operating condition, risk profile and valuation) would assess it.

EFFICIENT/INTEGRATED PORTFOLIO CONSTRUCTION AND RISK MANAGEMENT

Stock selection in itself does not ensure risk-adjusted performance success and, hence, we integrate security selection with appropriate position sizing and, in absolute return oriented products, exposure management.

SUBSTANTIAL INVESTMENT EXPERIENCE

Investment professionals each have well in excess of fifteen years of prior fund management experience with major firms such as Credit Suisse, GAM, ING and TIAA-CREF.

QUALITY SHAREHOLDER STRUCTURE

Management is a substantial shareholder in the business together with Sanlam International Investment Partners, a division of Sanlam Group, a leading listed South African based international financial services firm. The shareholding structure allows for a dynamic and entrepreneurial environment where Centre focuses on funds management according to the Centre philosophy while Sanlam contributes to strategic, distribution, operational and governance related aspects.