HALOThe investment objective is to outperform the MSCI World Materials Index and the S&P 500 Materials Sector Index over a three-year investment horizon. The portfolio is intended as a long term investment with low stock turnover. Positions are held for a minimum of one quarter, with quarterly review and rebalancing aligned to the earnings cycle.
The strategy is built on a dual mandate:
- To target globally competitive producers of the physical inputs to AI infrastructure: copper, uranium. LNG, rare earth permanent magnets, and precious metals. We favour companies positioned in the lowest half of their respective cost curves, with strong balance sheets, contracted offtakes, and specific operational catalysts within a 12 to 24 month window.
- To preserve flexibility to modulate exposure across the global resources value chain. Where multiple names within a single commodity offer distinct exposure characteristics.
Models are reviewed every 3 months and updated if necessary. We will notify you of changes, if any. You have the option to follow through and implement the changes in your Model, but we do not automatically rebalance on your behalf. Once you have purchased a Model, you have complete control over how the Model is managed, meaning you can decide to change the allocations to something that may better suit your personal circumstances, or remain invested in better performers over time.
We cannot provide you personal advice since we do not know your circumstances and are not licensed to do so.
However, we believe that investing in thematic Models should be part of a broad investment strategy, where exposure to Models gives your added diversification to your existing portfolio of assets.
HALO enables you to invest in portfolios of 10 shares each. Holding more shares reduces your risk relative to holding just a single company. This is because companies can operate in different parts across the value chain, in industries, and in different countries at different stages of the economic cycle. Each of these factors spreads out your risk so your portfolio becomes less sensitive to events in any one company, industry or geography.
The stock trading exchanges we work with may require a minimum trade amount, or minimum quantity per shares. When you purchase a Model, we will tell you what the minimum amount required is.
Unlike ETFs and managed funds, Models give you full transparency and you can add/remove shares in a Model. While we do recommend shares in Models and provide regular updates to the recommendations, we do not manage your portfolio for you. You will always be in full control of your investment.
When you invest in Models, you are the beneficial owner of the individual shares, unlike managed funds and ETFs. Hence you may also receive tax benefits since tax gains and losses are not shared with other investors in a pooled vehicle.
Also, unlike index tracking ETFs, we pick stocks that we believe are likely to outperform others with exposure to the theme.
HALO constructs Models designed around a theme using our in-house team of investment experts that have extensive experience in financial markets with institutions such as AMP, Perennial, Legal & General, Bank of America Merrill Lynch and Putnam Investments.
We also let users create and invest in their own Models.
A Model is a portfolio of 10 professionally-selected shares that align to a specific market, industry, trend, theme or investment style.
A Model is simply a basket of 10 professionally-selected shares that provides exposure to a specific market, industry, trend, theme or investment style, e.g.:
Unlike an ETF or managed fund, when you invest in a Model you are actually purchasing shares in the 10 recommended companies and therefore become the beneficial owner of the shares. This provides you a level of control and transparency not offered by ETFs and managed funds.
Models can been seen as an alternative to managed funds and ETFs, and may appeal to investors who wish to have more control and transparency when it comes to their investments.
Models offer the following features and benefits:
Exploring opportunities in the expanding markets driving the future of global economies.
Investing in the brands and behaviors shaping the way we live, work, and shop.
Investing in undervalued sectors and companies for steady, reliable returns.
Backing the breakthroughs redefining healthcare and changing lives worldwide.
How do we live in a greener, clearer and more sustainable world?
Harnessing disciplined, data-driven strategies to deliver reliable, long-term investment outcomes.
