Elevation Capital Management Limited offers Separate Accounts to Institutional and Qualified Investors.
We employ both a quantitative and opportunistic value approach to identify potential investments, and then apply our disciplined bottom-up research process with a focus on the balance sheet and dividend history, to identify attractive long-term investments. Portfolio holdings typically range between 20 - 50 securities. No attempt is made to construct portfolios in line with a benchmark although underlying investor requirements and preferences are strictly adhered to. Assets can be held with the custodian of the underlying investors choice. As at 31 December 2017, Elevation Capital manages and advises on approximately NZ$ 225 Million on behalf of Separate Account Clients.
Should you be interested in investigating a Separate Account further please contact:
Elevation Capital Management Limited
+64 9 379 6493