Samvitti Active Alpha PMS

The investment objective of Samvitti Active Alpha PMS aims to deliver consistent, market-beating returns by actively identifying and investing in businesses that are in a multi-year growth cycle. The portfolio is tailored to capitalize on opportunities across market cycles while focusing on long-term wealth creation for its investors. It combines stability with growth by allocating investments between large-cap, mid-cap, and small-cap companies based on their potential and market conditions.

The investment strategy of Samvitti Active Alpha PMS is that it follows a sector and earnings-driven approach, emphasizing:

• Active Alpha Creation: Identifying businesses benefiting from strong tailwinds and on the cusp of exponential growth. These typically include small and mid-cap stocks with high growth potential.
• Stable Long-Term Growth: Incorporating large-cap companies with steady and predictable returns to provide portfolio stability.
• Dynamic Portfolio Allocation: Adjusting cash positions during frothy markets and deploying capital strategically to optimize timing and returns.
• Differentiated Stock Picking: Using rigorous research tools and experienced teams to identify market-leading businesses early.

The investment philosophy of Samvitti Active Alpha PMS centers on creating a symbiotic relationship between technology, research, and market insight:

• Long-Only Growth Investing: A focus on businesses with proven earnings and potential to outperform over the long term.
• Investor Alignment: Fee structures are performance-driven, ensuring managers are rewarded only when investors achieve meaningful gains.
• Transparency: Real-time portfolio monitoring and detailed reporting ensure clients stay informed about their investments.
• Integrity: Avoiding conflicts of interest, Samvitti does not engage in unnecessary portfolio churn, ensuring investors benefit directly from reduced costs and efficient execution.