The flagship product is Mainstreet Global Investors high conviction portfolio of top quality stocks sourced from around the globe

The portfolio offers investors an opportunity to invest in a highly-concentrated global equity fund consisting of ‘best investment ideas’.

Mainstreet Global Investors perceives outstanding companies to be those that are able to sustainably exploit competitive advantages in order to continually earn returns on capital that are materially in excess of their cost of capital.

Mainstreet Global Investors focuses on risk-adjusted returns, rather than benchmark-relative returns. As a result, the investment process is designed to generate an unconstrained, highly-concentrated portfolio of high-quality companies. The investment process integrates three key disciplines:

  • Intensive bottom-up stock analysis and industry research.
  • Broad and detailed macroeconomic insight.
  • Rigorous portfolio construction and risk discipline.

Mainstreet Global Investors will exist to allow dealer groups and financial advisory firms of all sizes to be able to offer their clientele a reduced-risk, long-term global investment portfolio, which until now has been out of reach for many.

SCREENING PROCESS PYRAMID

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Active Asset allocation

Asset allocation is often acknowledged as the key driver of investment returns. We consider two key asset allocation issues:

  • Sector allocation employs a medium-term horizon. Utilised from time to time by investors with a high conviction and where there is significant mispricing in one or more industry sectors. Expectation is for a return to “fair” or “normal” values over, say, three to five years.
  • Country allocation has a short time horizon, usually one to three years. The aim is to manage risk and improve returns by allocating between the major countries because of anomalies in market pricing.

Corporate Governance

The Mainstreet Global Investors corporate governance structure is critical to financial and operational wellbeing. Not only to set up an operationally efficient business model, but also to provide a structure through which Company objectives are set, and monitored. To ensure that Mainstreet Global Investors delivers on its promise to all stakeholders the Company follows a Business Management System (“BMS”) that complies with industry standards. The BMS provides a framework for the continual review and improvement of Mainstreet Global Investors’ processes with continuous improvement and corporate governance being a key objective. Policies in relation to all key areas of the Company’s operation, set out specific objectives and aspirations and how they are to be achieved. Formalised processes, toolkits and pro-forma documentation ensure that quality is delivered.