News and Announcements
Mason Stevens Adds the Folkestone to Managed Account Service
- Published July 24, 2015 11:33AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
23rd July 2015, Folkestone
Mason Stevens today announced the launch of a new managed account – the Folkestone Maxim A-REIT Securities Portfolio (the Portfolio), which is managed by Folkestone Maxim Asset Management Limited, on its Managed Account service.
Investors will benefit from Folkestone Maxim’s high conviction approach to investing delivered through a transparent, separately managed account structure. The Portfolio adopts a standalone strategy available only in an SMA format, rather than replicating an existing managed fund.
Folkestone Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Folkestone Maxim’s investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.
Managing Director of Mason Stevens Adviser Services, Thomas Bignill, said “Mason Stevens is committed to providing our clients with access to leading investment solutions and best of breed investment managers.” “The depth of experience across Folkestone’s real estate funds platform is remarkable. We’re excited to be able to add the Portfolio to the Mason Stevens Managed Account service,” said Mr Bignill.
To download the full document, please click on the link below.
Company Updates
The Billion-Dollar Blind Spot: The Australian Tech Making ‘Invisible’ Decay a Visible Asset for Investors
Incisive Technologies is moving dentistry from “restorative” to “preventative.” By detecting decay at 30 microns—long before it appears on an X-ray—their FDA-approved BlueCheck tool is eliminating the industry’s “watch and wait” mantra and opening a massive new frontier for clinical and at-home oral health monitoring.
How to Target Wholesale Investors in Australia
Targeting wholesale investors effectively means going beyond the legal definition of who qualifies and understanding who is actually likely to invest in your specific opportunity. Australia has a substantial and growing wholesale investor community, but it is not homogeneous. The investors who back seed-stage biotech companies are not the same investors who deploy into private […]
Wholesale Investor Email List: Why Quality Beats Quantity
When founders search for a wholesale investor email list, what they actually need is access to investors who are actively looking to deploy capital into private market opportunities. The distinction matters because a raw list of email addresses and a curated network of engaged wholesale investors produce fundamentally different results. This article explains why opt-in […]
Backed By Leading Investment Groups and Family Offices
