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  • Home | ACPI Investment Managers
    Investments At ACPI our first and uttermost consideration is to create long term partnerships with our clients fulfilling their investment management needs Our clients have access to a high independent level of intellectual and investment management expertise that can act quickly to changing investment circumstances given the lack of hierarchical structures We have created a very flexible structure that can work with multiple custodians and with an open architecture to best serve the client s needs Read more Preserving Wealth Underpinning your goals Independent Investment Managers ACPI Investment Managers is an independent investment management partnership We cater to the needs of our clients our only objectives are to preserve their wealth and deliver attractive risk adjusted returns over the cycle We serve a global client base of private and institutional investors from our central London Head Quarters Read more about us Precision Strategies Tailored to your needs Expert Investment Management We offer two core investment management services Discretionary Asset Management and Advisory Management Discretionary Management is for those clients wishing to delegate the management of their assets to our teams By entrusting us with the management of your assets you ll create a close partnership with one of our managers

    Original URL path: http://www.acpi.com/ (2016-04-26)
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  • About us | ACPI Investment Managers
    wealth and deliver attractive risk adjusted returns over the cycle Using our experience and investment model we can help you design and implement a wealth strategy that underpins your goals whatever they might be We serve a global client base of private and institutional investors from our central London headquarters OUR PEOPLE At ACPI Investment Managers we have built a team of experienced professionals with strong investment backgrounds and significant

    Original URL path: http://www.acpi.com/about/ (2016-04-26)
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  • Why ACPI | ACPI Investment Managers
    to a high and independent level of intellectual and investment management expertise that can act quickly to changing investment circumstances given the lack of hierarchical structures Alignment of interests We invest in the same opportunities we recommend to our clients Open architecture Our managers are free to fully exploit their abilities and seek out best of breed investments rather than being restricted to a limited range of options We have created a very flexible structure that can work with multiple custodians and with an open architecture to best serve the client s needs Independence We are not a broker dealer nor are we behoved to any one bank custodian or institution Agility Decisions can be taken quickly always in consultation with others but without slow to convene and ponderous committees Monthly Viewpoint 2016 March 2016 February 2016 January 2016 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015 February 2015 The outlook for 2015 2014 December 2014 Outlook 2015 Summary November 2014 October 2014 September 2014 August 2014 July 2014 June 2014 May 2014 April 2014 March 2014 February 2014 January 2014 2013 December 2013 November 2013 August 2013 July

    Original URL path: http://www.acpi.com/why-acpi/ (2016-04-26)
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  • Discretionary Management | ACPI Investment Managers
    derive strategies for different asset classes It defines the framework from which we start to explore opportunities in various asset classes This model creates a process that strives to combine top down and bottom up analysis in a consistent manner Risk Management Investment Management is the management of risks not returns Whilst we focus to identify the most attractive risk adjusted investment opportunities it is crucial to limit the impact of large drawdowns Buying overvalued securities leads to a permanent impairment of capital and losing positions usually keep detracting from overall returns for quite some time Avoiding these pitfalls greatly enhances returns over the long term We manage uncertainty risks by applying hedges and changing cash positions cash is an underappreciated asset class Issuer risks are addressed by diversification across industries and geographies and the avoidance of illiquid investments We apply stop levels to our positions in order to remove the emotional element of investing and weed out performance detractors Monthly Viewpoint 2016 March 2016 February 2016 January 2016 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015 February 2015 The outlook for 2015 2014 December 2014 Outlook 2015 Summary

    Original URL path: http://www.acpi.com/expertise/discretionary-management/ (2016-04-26)
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  • Advisory Management | ACPI Investment Managers
    on all asset classes for ultra high net worth clients endowments foundations and sovereign wealth funds Trading Performances We are able to provide past trading examples on client requests Full Coverage The team offers a combination of direct coverage for more trading oriented clients In addition we provide access to more broadly distributed research and independent trading backed ideas Tailored Solutions In addition to broadly distributed ideas the team works

    Original URL path: http://www.acpi.com/expertise/advisory-management/ (2016-04-26)
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  • Institutional Solutions | ACPI Investment Managers
    UCITS Funds Report and Accounts Memorandum Articles of Association ACPI Balanced Fund KIID R USD ACPI Balanced Fund KIID R EUR ACPI Balanced Fund KIID I USD ACPI Balanced Fund KIID I EUR The ACPI Horizon UCITS Fund is an open ended investment fund incorporated in Ireland The investment objective of the fund is to achieve above average investment returns over the business cycle with an acceptable level of risk The fund invests in different asset classes such as equities bonds currencies and other eligible funds Investment Process Overview Our investment process combines thorough top down macro analysis with fundamental security research and dynamic risk management Analysis Starting from a blank sheet firstly we determine the portfolio structure which is primarily driven by the relative attractiveness return risk profile of equities versus fixed income We also decide on liquidity levels and the amount of exposure to alternatives Secondly the individual teams determine the composition of each asset class portfolio in a bottom up research driven process following the guidelines from our macro analysis Equities Within our macro driven investment framework we look for undervalued companies with strong balance sheets defensible business models high and sustainable free cash flows run by strong management teams in attractive markets Valuation is part of risk management buying expensively locks in a permanent loss of capital We have a long term investment horizon and in addition to quantitative measures attach great importance to confidence in individual ideas We focus on refreshing the bottom quartile of the portfolio with new ideas as we believe the better is the enemy of the good The key to making money is not losing it we disproportionately focus on risks and cut losers early before they inflict lasting damage Fixed Income Our investment universe in sovereign and credit markets is focused on OECD countries and hard currency issuers in addition to tactical opportunities outside that scope We are conscious that we are operating at the tail end of a 30 years bull market in fixed income and only invest if we see compelling value We focus on the generation of total returns in fixed income i e a combination of core holdings with tactical opportunities exploiting certain dislocations in markets We carefully chose the risks we want to take and focus on those where we get sufficiently compensated for accepting them We minimise all residual risks by diversification hedging or avoidance Third party managers We invest in long only and hedge funds leveraging on the research process applied to our fund of fund mandates Our investment process for long only equity funds comprises the steps below We use a similar process for fixed income and hedge funds Diversification and focus We believe in sensible diversification but also understand its limitations We feel that high conviction ideas should have a meaningful enough position in a portfolio to make an impact We will always stick to our core competencies areas we understand We avoid diworsification A lot of companies have gotten into

    Original URL path: http://www.acpi.com/expertise/institutional-solutions/ (2016-04-26)
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  • Principal Investments | ACPI Investment Managers
    United States the United Kingdom Europe India Southeast Asia and Latin America NEWS Super food ACP is currently working on a 12m investment opportunity in a leading super food specialist company The investment attractiveness relies on the combination of market growth brand management market positionion risk reward and expected return If you want more details please contact us Disclaimer The investment might not be suitable for most investors given the lack of liquidity underlying country economic growth volatility early business development stage specific EM risk including currency legal environment and politic January 16 2015 Read more UK RESIDENTIAL REAL ESTATE ACP is currently working on a central London short term financing investment opportunity If you want more details please contact us Disclaimer This investment might not be suitable for most investors given the lack of liquidity underlying country economic growth volatility development real estate risk and real estate market risk July 13 2014 Read more Algaroth ACP concluded a 10m investment in April 2014 in one of the leading Asia s wellness brands The investment attractiveness relies on the combination of market growth brand management market positioning risk reward and expected timing of investment exit If you want more details please contact us April 3 2014 Read more F B ACP is currently working on a 20m investment opportunity in the Food and Beverages sector in South Asia The investment attractiveness relies on the combination of market growth brand management market positioning risk reward and expected return If you want more details please contact us disclaimer This investment might not be suitable for most investors given the lack of liquidity underlying country economic growth volatility early business development stage specific EM risk including currency legal environment and politic Read more Chicago Residential Real Estate ACP is currently working on 2

    Original URL path: http://www.acpi.com/expertise/principal-investments/ (2016-04-26)
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  • Team | ACPI Investment Managers
    the University of Texas at Austin USA a Juris Doctorate Law from the University of Denver School of Law USA and Masters of Business Administration MBA from the Said Business School Oxford University and was admitted as an Advocate to the High Court of South Africa Colin is also a Fellow of the Chartered Institute of Managers UK as well as a member of the Institute of Directors SA Joel Haskins Managing Director Joel joined ACPI in January 2015 Joel is responsible for the group s Jersey based operating companies Prior to joining ACPI Joel started his career with PricewaterhouseCoopers He also has experience working for Northern Trust heading up their private equity services in Jersey and Bank Vontobel where he worked as the CFO of their private equity management company Joel holds a Bachelor of Business Administration from Simon Fraser University in Canada and is a qualified Chartered Accountant Alisevket Karaca Managing Director Alisevket has over twenty years of experience in investment management He joined ACPI in July 2015 from Julius Baer For two years he was an Executive Director covering client relationships primarily in the UK and Turkey Previously he had a 19 year career with Merrill Lynch Wealth Management where he founded and led a team of investment advisors covering global private and institutional clients His main focus was on key client relationships and family office coverage providing portfolio management bespoke investment solutions Alisevket did postgraduate studies in international relations at Johns Hopkins University in finance at London Business School and in economics at Birkbeck University of London He has an undergraduate degree in political science from Bogazici University Oliver Wilson Executive Director Oliver joined ACPI in 2015 Oliver started his career at UBS Investment Bank focusing on Mergers Acquisitions with a particular focus on technology and business services companies In 2008 he moved into UBS s Wealth Management business where he became a private banker looking after a diverse mix of Ultra High Net Worth Resident Domiciled and Resident Non Domiciled families Oliver built and ran one of the largest businesses within UBS Private Wealth Management in London Oliver holds a Master degree in French and History of Art from the University Of Edinburgh and also studied at the École du Louvre in Paris Chris Stone Executive Director Chris is an equities Portfolio Manager and is involved in the management of segregated equity accounts for both private clients and institutions along with the management of multi asset portfolios Additionally he is responsible for trading across the discretionary platform and is a member of the Investment Committee Prior to joining ACPI in 2009 Chris started his career as an accountant in London before joining Goldman Sachs International as an analyst in the Investment Management Division Chris graduated from the University of Cape Town in South Africa with a Bachelor of Business Science Finance Honours Degree with a major in economics He has been a CFA charterholder since 2013 Jeremy Trabaud Director Jeremy joined the Private Wealth management division of ACPI in 2012 He specialises in Resident Non Domiciled families and looks after a number of UK and European clients Jeremy previously trained at UBS Wealth Management where he worked both on the Ultra High Net Worth and Resident Non Domiciled teams He then joined Credit Suisse private banking where he worked with South African based and UK RND clients Prior to moving to the UK Jeremy worked as a Notaire in France specialising in estate planning and property law Jeremy holds a seven year law degree from the University of Aix en Provence Marseille III and a Masters degree from Paris II Pantheon Assas Ana Rebec Executive Director Ana Rebec joined ACPI as an Executive Director in January 2013 Prior to joining ACPI Ana spent 29 years at Citi where her last position was Director in the Wealth Management group at Citi Private Bank She specialises in UK domiciled and UK non domiciled client with a focus on discretionary asset management and estate planning Ana is a member of the CISI and holds the STEP diploma in Trust Estates England Wales Michael Abebe Executive Director Michael joined ACPI in Oct 2013 and is Head of Business Development for the Sub Saharan African region His role encompasses a broad range of responsibilities including client relationships origination and management for the Private Wealth Business in Sub Saharan Africa Michael has spent the last decade working in the Oil and Gas sector across the African Continent and has previously worked for Glencore In addition Michael has worked as a local consultant for leading oilfield corporations including E P operators service companies traders and downstream businesses such as Arcadia Taleveras Mercuria Setana Energy Vitol Sunoco and BP Michael has a Masters of Science from the London School of Economics and Bachelor of Science from the University of Nottingham in Economics Marcus Szemruk Executive Director Marcus joined ACPI in 2005 initially as a member of the Alternative Investments team primarily researching equity related hedge fund strategies Today he is additionally responsible for all external long only manager research and manages the ACPI Balanced Fund in addition to a number of segregated private clients multi manager portfolios Marcus also interacts closely with the firm s PWM unit liaising on long only external manager selection and recommendations Marcus s previous roles include working at a London based fund of hedge funds as an analyst and before that he was an analyst on the European equities team at Phillips Drew UBS Global Asset Management Marcus holds a BSc degree in Banking and Finance from Loughborough University and holds the Securities Institute Certificate in Investment Management CertIM Kenny Voong Executive Director Kenny is responsible for Alternative Strategies at ACPI leading the research effort and responsible for portfolio management of Fund of Hedge Fund mandates He is a member of the firm wide Investment Committee Before joining ACPI in 2008 Kenny worked at Deutsche Bank Private Wealth Management in the Hedge Fund Investments Group in London and

    Original URL path: http://www.acpi.com/team/ (2016-04-26)
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