Services

Discretionary Portfolio Services

With Fincorp Capital’s active investment management process, we take advantage of the best investment opportunities from across the emerging markets and act in our clients’ best interests. Following their stated objectives and restrictions and reviewing and reporting back regularly.

Why our Discretionary Portfolio Services?

• A truly bespoke approach – based on each individual client’s requirements

• A direct relationship – between clients and their investment manager

• Regular reporting – online and in print

Why are we so different?

• We’re in touch with our clients – providing ongoing dialogue with investment managers

• We take an unbiased approach – unconstrained by corporate ownership, to select the most suitable investments

• We are accountable – ensuring the decisions made on each client’s portfolio are in line with their requirements

• We expertly manage client portfolios – accessing industry leading market research to reflect their investment objectives

• We aim for problem-free portfolio management – doing the hard work, so our clients don’t have to

Our investment process

We are never constrained to a single investment style, our investment process delivers:

• A rigorous investment framework – combining research and investment expertise to target optimum potential returns

• A forward-looking investment process ­­– bringing in-depth market valuations from our analysts Portfolios centred on long-term returns – enhanced by exploiting market inefficiencies and active, shorter term, tactical asset allocation decisions

• A robust due diligence process – which takes place before any stock or collective is added to a client portfolio

• A dedicated in-house research team – finding the best investment opportunities for our funds

Managed Portfolio Services

Fincorp Capital’s Managed Portfolio Service (MPS) brings you a range of pre-determined discretionary investment portfolios, offering greater exposure to global financial markets. The fund manager will make the buy-sell decisions on your behalf, operating within your agreed investment objectives and restrictions.

Our MPS provides:

• A fund of funds approach – an investment strategy that holds a portfolio of other investment funds. We draw on our own expertise and aim to select the best underlying funds, bringing greater potential for outperformance.

• Regular reporting packs – keeping you in the loop, as we do with our Discretionary Portfolio Service.

• An unconstrained portfolio management approach – allowing us to take a more free ranging approach to managing your investments.

Why are we so different?

It’s all about process, performance and a personal service…

• We follow a robust investment process

• We deliver strong risk-adjusted performance

• We provide you with a high level of personal service

Mergers & Acquisitions Advisory

M&A can be one of the quickest routes to growth but is also laden with risk and complexity. Helping you to understand what’s at stake is key. Drawing upon our full range of services, including due diligence, tax and legal advice, our deep industry and local knowledge ensure our teams are focused on the best outcome for your deal.

If you are facing any of the following issues, we can help:

• You want to access new markets, assets, personnel, finance sources and much more across all industry sectors, no matter where you are in the world.

• You want to restructure the asset base of businesses by disposing of underperforming assets/parts of the business

• You want to realise the value of your business

• You want to raise money for expansion

• You want help with setting direction and business planning, which may result in an M&A transaction.

Project Finance

Fincorp Capital offers independent advice on a range of areas relating to project finance services to help organizations ensure that they have the right advice on lending, risk management, trade, audit certification and verification, and finance training to support their project finance decisions to focus on sustainability, social and environmental risk assessment and management.

Our project finance advisory team consists of accountants, former bankers and commercial analysts, with a wide range of experience in structuring and executing transactions. We act for both public sector sponsors and private sector developers and funders.

The market is shifting and evolving in response to the backlog of investment in infrastructure coupled with the pressures on funding and liquidity arising from the economic climate. With our network, experience and knowledge, Fincorp Capital can help you identify and deliver robust funding solutions for your projectsIf you are facing any of the following issues, we can help:

• You want to access new markets, assets, personnel, finance sources and much more across all industry sectors, no matter where you are in the world.

• You want to restructure the asset base of businesses by disposing of underperforming assets/parts of the business

• You want to realise the value of your business

• You want to raise money for expansion

• You want help with setting direction and business planning, which may result in an M&A transaction.

Private Equity Advisory

Fincorp Capital is one of the leading emerging markets private equity advisers with strong relationships with all major equity houses. For corporates and management teams wanting to invest in or take control of their organisations — and private equity houses looking for the right investment for their funds — we can provide you with advice and execution expertise on private equity transactions.

If you are facing any of the following issues, we can help:

• Private equity houses looking to invest or divest
• Management teams looking for advice on investing in/gaining ownership of their company
• Management buy-in candidates looking for investment opportunity