BLUECHIP2025 DFM GUIDE -
BLUECHIP2025 DFM GUIDE - PROFILESTRATEGIQ CapitalAt STRATEGIQ Capital, an ownermanagedand independentinvestment firm based inCape Town, we partner withindependent financial advisors whoshare our vision for delivering exceptionalinvestment outcomes. Our goal is toenhance their value proposition byproviding access to a diverse range ofinvestment opportunities across the riskspectrum, encompassing both publicand private market assets. Built on afoundation of independence, expertiseand transparency, our partnerships withfinancial advisors drive us to deliverinvestment excellence and superiorservice consistently.A blended approachAt STRATEGIQ, we blend entrepreneurialintuition with a disciplined investmentprocess, ensuring expert management ofclient portfolios. Our firm has evolved, yetwe remain steadfast in our commitmentto independence, integrity and passionfor investment excellence.As a dynamic investment boutique,our culture is defined by innovation,collaboration and adaptability. Weencourage our team to challengeconventional thinking, fostering acreative and transparent environmentwhere diverse perspectives thrive. Opencommunication and active feedbackloops reinforce a shared sense ofpurpose, empowering our investmentprofessionals to deliver exceptionaloutcomes for investors.STRATEGIQ partners with financialadvisors to enhance investmentperformance, governance and operationalefficiency. Our service proposition grantsadvisors access to seasoned investmentprofessionals, a range of local and globalrisk-profiled solutions which can betailored to individual client objectivesand risk tolerance. Our commitment totransparency is reflected in our detailed34Luis Levy, CFA®, Chief ExecutiveOfficer, STRATEGIQ Capitalreporting of portfolio performance,underlying holdings and fees. Dedicatedonboarding and servicing specialistsstreamline client engagements, ensuringefficiency and seamless integration.The expert differenceOur competitive advantage lies in thedepth of expertise within our investmentteam and our rigorous and repeatableinvestment process. We upholdindependence, avoiding conflicts ofinterest while leveraging a blend of toptieractive management and cost-effectivepassive strategies. Our manager selectionprocess integrates advanced technologiesand stringent criteria to achieve superiorrisk-adjusted returns.STRATEGIQ meticulously curates anapproved list of investment managersthrough a combination of quantitativeand qualitative assessments. Thequantitative analysis begins withfiltering the investment universe usingkey performance metrics such as excessreturns, standard deviation, Sharpe ratioand correlation. This process distils theselection to a refined pool of managers.The qualitative review then involvesa thorough investment due diligenceto identify top-tier professionals and arigorous operational due diligence toensure compliance with regulatory andoperational standards.Using the right toolsOur innovative advisor-directed tools andsystems enhance practice managementefficiency. Our comprehensive digitalplatform serves as a centralised hub forfinancial advisors. Initially developed forinvestment proposal generation and riskprofiling, the platform has expanded toinclude financial planning software, forexsolutions, financial calculators, digitalmandating and client onboarding.A standout feature is our Performanceand Attribution tool, providing real-timeinsights into portfolio positioning, sectorand geographic exposure, asset allocationand underlying fund holdings. Functioningas a “live fund fact sheet”, it offers rollingperformance updates and completetransparency on Total Expense Ratios.Advisors also gain access to in-depthmanager research reports, market outlooks,recent trade activity and trade rationales,equipping them with the knowledge tocommunicate effectively with clients.By prioritising independence, expertise,transparency and partnership, STRATEGIQempowers financial advisors withcutting-edge tools and strategic insights.Our collaborative approach to wealthmanagement enables advisors to providetailored, high-quality investment solutions,ensuring lasting success for their clientsand their practices.Contact InformationLuis Levy, CFA®, Chief ExecutiveOfficer, STRATEGIQ Capital• Telephone: 021 401 8940• Cellphone: 082 822 0696• Email: luis@strategiq.co.za• Address: 201 Cape Quarter, 27Somerset Road, De Waterkant, CapeTown, 8001
IndependenceExpertiseTransparencyPartnershipDiscover how STRATEGIQ can elevate yourfinancial advice practiceScan the QR code to learn morewww.strategiq.co.zaSTRATEGIQ Capital (Pty) Limited is an authorised financial services provider (FSPLicence No: 46624) DISCLAIMER: This document and any other information suppliedin connection with the financial product (“product”) is not “advice” as defined and/or contemplated in terms of the FAIS Act and investors are encouraged to obtaintheir own independent advice prior to investing in the product. Any investment isspeculative and involves significant risks and therefore. prior to investing. Investorsshould fully understand the product and any risks associated with the product.
