"Know what you own and know why you own it." — Peter Lynch.
This is the guiding philosophy of investing at SIS. We believe prudent asset allocation is essential to achieving sustainable returns. Our investment portfolio is designed to generate a stable risk adjusted return through diversification across different asset and sub-asset classes.
Our investments can be broadly categorized across 4 segments
Capital Markets
Investments related to regional and international equities, fixed income, commodities, and structured products.
Our investment strategy is based on a fundamental bottom-up approach. We invest through a combination of actively managed portfolio and discretionary mandates managed by prominent asset managers.
Real Estate
Investments in prominent real estate assets in the US, UK, and Europe through leading real estate investment managers.
We seek to maintain a balance of core and value-add assets across different real estate segments (multi-family, commercial and industrial).
Private Equities
Combination of direct participation in PE deals and allocation to PE funds with top quartile fund managers.
We seek to invest in emerging business that have a proven solution / product and are operated by a strong management team. We follow a careful selection process while investing in PE funds to ensure that the funds are managed by reputable asset managers with proven track records and distinct investment strategies.
Other Alternative Investments
Investments in Alternative asset classes such as PE Secondaries and other alternative investments.
We understand that alternative investments have a potential to generate alpha and hence seek to enhance our portfolio returns by investing with select fund managers specializing in alternative investments.
Capital Markets
Investments related to regional and international equities, fixed income, commodities, and structured products.
Our investment strategy is based on a fundamental bottom-up approach. We invest through a combination of actively managed portfolio and discretionary mandates managed by prominent asset managers.
Real Estate
Investments in prominent real estate assets in the US, UK, and Europe through leading real estate investment managers.
We seek to maintain a balance of core and value-add assets across different real estate segments (multi-family, commercial and industrial).
Private Equities
Combination of direct participation in PE deals and allocation to PE funds with top quartile fund managers.
We seek to invest in emerging business that have a proven solution / product and are operated by a strong management team. We follow a careful selection process while investing in PE funds to ensure that the funds are managed by reputable asset managers with proven track records and distinct investment strategies.
Other Alternative Investments
Investments in Alternative asset classes such as PE Secondaries and other alternative investments.
We understand that alternative investments have a potential to generate alpha and hence seek to enhance our portfolio returns by investing with select fund managers specializing in alternative investments.