Investment Philosophy
As with our sister fund the Timeless Precious Metals Fund, investment decisions are always driven by our intention to generate sustainable performance and solid growth. Capital growth and optimal yield returns for our clients continue to be our ultimate ambition.
In the selection process we concentrate on fundamental analysis of the potential energy companies amongst all major energy sectors:
- Fossil Fuel Energy (e.g. oil, gas, coal)
- Renewable / Alternative Energy (wind, solar,
biomass, hydro)
- Nuclear Energy (uranium, power generation)
- Energy Technology Solutions
(key technologies)
Likewise, we also pay due attention to the timing of any investment as a key success factor.
The Timeless Energy Fund selects equities of internationally listed companies that it believes are core holdings of a well-diversified energy portfolio. In selecting the portfolio, the Timeless Energy Fund follows a very disciplined approach which includes both quantitative and qualitative analysis while also taking into consideration social and macroeconomic trends.
The Timeless Energy Fund performs diversified research into the various energy sectors and accumulates a number of candidates for each.
Thereafter a thorough screening of the companies takes place whereby those companies seen as being in key industries and which offer sustainable performance along with other solid accompanying factors are chosen.
Other factors may include:
- Location
- Sector
- Valuation
- Growth
- Profitability
- Currency
The Timeless Energy Fund also considers company factors such as, but not limited to:
- Balance Sheet Strength
- Sector / Industry Leadership
- Ownership
- Governmental Support
We believe these are the essential criteria for ensuring as far as possible the safety and protection of our investment positions. In this respect, our license enables us to employ mainstream hedging techniques aimed at minimizing its exposure to currency fluctuations, as well as management hedging techniques aimed at reducing its exposure to sharp movements in the valuation of the underlying assets.
Our aim is to focus on a sustainable and a constantly growing performance for our investors.
