Ashida Associates Branding

Investment Approach

Ashida Associates adheres to a disciplined investment process which form the basis and consultation of all investment activity conducted. Our approach to investment is rigorously applied throughout strategy development to promote risk-adjusted, sustainable investment performance.

Investment Philosophy

At Ashida Associates we believe that as markets are inefficient, value based opportunities are obtained providing accurate research and asset selection following specific criteria. Utilizing a tried and tested research, selection and investment criteria, we are able to expose clients to investments that are priced lower than their real market value suggests.

In pursuit of absolute returns, we believe that the value based approach to asset selection promotes the realization of absolute returns over the long-term.

As custodians of our clients' financial wellbeing we seek to deliver risk-adjusted returns through a combined research and selection process that focuses on bottom-up fundamental and quantitative analysis. Our analysis, in pursuit of sustainable, risk-adjusted absolute returns focuses on four key components;

  • Profitability - Returns and margins
  • Sustainability - Scope of growth and margin
  • Risk-adjustment -Capital leverage and fluctuation
  • Expertise - Human capital management

Equity investment process

The Ashida Associates equity investment process is focused on the identification of undervalued assets under leverage of our tried and tested four factor research and selection model.

  •   Stage 1: Examine global investment landscape
  • Identify potential undervalued assets
  • Determine specific asset valuation
  • Focus on most attractive investment prospects
  •   Stage 2: Diligent research on prospective investments
  • Criteria - Profitability, sustainability, risk-adjustment, expertise
  • Investment case
  • Asset allocation balance
  •   Stage 3: Portfolio development
  • Stress testing against existing portfolio assets
  • Shareholding activity and effects
  • Attributes of diversity
  •   Stage 4: Risk management
  • Pro-active monitoring process
  • Re-adjustment and allocation balance
  • Automated stress testing framework

Become a Client

Working in partnership with clients as together we develop financial solutions that prioritise your investment needs.

  Become a Client

Asset Management

Discretionary and non-discretionary asset management services created to accommodate your specific investment needs.

  Asset Management

Investment Services

Presenting a broad range of financial services and tailored portfolio solutions for private investors and their families.

  Investment Services

Mission & Values

We seek to maintain long-standing client relationships based on a financial service mandate that prioritizes sustainable success.

  Mission & Values