Tailored to you

Every ELD Asset Management portfolio is as unique as the client it serves.

Diverse market exposure

At ELD Asset Management, we craft portfolios from the ground up, tailored to the specific needs of each client. With individuality at the heart of our process, no two portfolios are alike. Typically, portfolios include 30 to 50 stock holdings, spanning various market capitalisations and sectors. These selections are informed by insights from our seasoned research and analysis teams, ensuring optimal diversification and alignment with client goals.

We recognise the importance of holding fixed income securities like corporate bonds for their stability and we see value in holding alternative assets like precious and base metals, foodstuffs and energy etc through investment vehicles like exchange-traded funds (ETFs).

We also offer clients the opportunity to participate in the pre-IPO (pre-Initial Public Offering) share issues of innovative young companies before they list on the stock exchanges. These startups typically have high growth trajectories and the potential to disrupt sectors ranging from artificial intelligence (AI), bio-technology, renewable energy and fintech.

Proven risk mitigation strategies

ELD Asset Management relies on a blend of traditional and innovative techniques to protect against the consequences of unforeseen market volatility. Central to our approach is constructing portfolios using the tenets of Modern Portfolio Theory which advocates careful asset allocation and diversification, proactive measures that have consistently ensured stability and resilience. We adjust weightings between assets according to our clients’ risk tolerance.

Position sizes are carefully managed, with individual securities typically representing 1% to 5% of a portfolio’s total value and rarely exceeding 10%. This measured, time-honoured method minimises risk while optimising returns, embodying our philosophy that prevention is better than cure.