We seek to provide global diversification, income, capital preservation and growth through our StockScore™ strategy. StockScore™ is Vistafolio’s proprietary analysis system that scours the global investment universe for:
Potentially undervalued stock markets with high projected growth, reasonable dividend yield and a high level of development.
GICS (Global Industry Classification Standard) sectors that are projected to outperform the targeted stock markets over the next 10 years.
A 14-point scored analysis system for companies covering key fundamental analysis, reporting, news and commercial assessment of ongoing market prospects. In addition we visit locations, interview management, attend shareholder meetings and study the wider industry of our investments.
The development of a focused portfolio overlay applied to client accounts (according to timing and opportunities) covering 15 to 20+ of our best ideas in global equities, targeting capital growth of 5-15% and dividend income yield of 4-10% (depending on market conditions).
Addition of yield enhancement (stock lending) where available, and margin lending on selected holdings.
Monthly 'The Markets' newsletter covering the investment strategy and its performance.
Online platform where clients can login to view their portfolios on real-time.
Ability to set risk level from low/medium to medium/high in order to match the investor’s risk profile. (Low/medium accounts will avoid leverage and more volatile sectors).
Ability to deposit in various currencies and seek opportunities based on your currency holdings.
A commitment to ethical investing practice alongside capital preservation. No risky small cap strategies, crypto currencies or investment into assets without verified actual value.
The information within this site is issued by Angelo Partners Ltd to wholesale clients or eligible investors under the Financial Markets Conduct Act 2013 (FMC Act).
Angelo Partners Ltd is registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
In accessing this site, you certify that you are a wholesale investor and can meet one of the following criteria: