Designed for younger generations who have longer investment timeframe or high net-worth investors who are looking for enhanced returns at relatively higher risks for part of their investment portfolios.
The Genuine Edge™ Portfolio invests in the major thematic that can provide investors higher than average growth opportunities by choosing the ‘edges’ that are likely to outperform over the next 10 to 20 years. The portfolio is constructed as a unique offering for investors who are investing in the future, investing for a future.
Large population and relatively young demo-
graphic to drive growth across different sectors
with existing and emerging opportunities. India
ranks no.2 in the list of countries by population1
and is set to play an increasing role in the world
economy with continuous efforts for reforms to
support sustainable growth2.
Global smaller companies have been found to exhibit attractive
risk-return characteristics than their large-cap
counterparts and are likely to offer additional diversification to an investor’s investment portfolio3. Small-cap
companies are normally more focused on specific
products or services within a niche market, which are
likely to expand faster with the potential of longer
periods of compounding growth.
The healthcare sector will continue to be at the
forefront of research and development amid
rising demand from a larger middle-class demographic,
bigger aging population and longer life expectancy4.
From mobile wellness and fitness technologies to
advancements in disease detection and treatment,
healthcare remains an essential theme of a better
future.
1. Source: https://www.worldometers.info/world-population/india-population/
2. Is South Asia Ready for Take Off? : A Sustainable and Inclusive Growth Agenda, Manuela Goretti,
Daisaku Kihara, Ranil M Salgado and Anne Marie Gulde, November 2019
3. Why global small-cap stocks are becoming an important part of institutional portfolios, Raina Oberoi,
MSCI, Mar 2017
4. Source: https://www.pwc.com/gx/en/industries/healthcare/emerging-trends-pwc-healthcare.html
Robotics, AI and automation have developed dramatically with increasing focus on driving efficiency and
productivity into many new areas that will have a
profound effect on our lives. From cloud-based service
to 3D-printing or near-real-time translation, the market
has seen many ‘disruptors’ expand rapidly with resilient
profit growth. Companies that are the true pioneers of
the industry will continue to invest and to innovate,
creating new opportunities for investors to take part in
these changes that are or will be the trends in the future.
Emmanuel Calligeris
BEc MBus (Finance)
Emmanuel is Chairman of the CARE Investment Committee. Emmanuel holds a degree in economics and worked as the Chief Investment Officer for OnePath Investments (the investment arm of ANZ Bank) for over 20 years where he was responsible for $13 Billion of funds under management.
Grahame Evans
GAICD DipSM MBA
Grahame is the risk and compliance member of the CARE Investment Committee. Grahame brings over 35 years of financial service industry experience.
Rob McGregor
SIA (Aff) ADFP
Rob was a founder of GPS Wealth, developed the CARE Investment Philosophy over the last 15 years and successfully managed $100m in clients’ funds during the GFC.
Dr. Mark Brimble
BCom(Hons) PhD CPA FFin
Mark is an independent member of the CARE Investment Committee. Mark holds a doctorate in capital markets and is keenly interested in investor behaviour.