Our Methodology

Our Research

Perspective

A key part of being a successful investor is the ability to appreciate the larger picture. A1 Trade’s ability to see things in this way comes from having the kind of perspective that can only be acquired with experience. In terms of man years, we have spent decades building diversified investment portfolios for our valued clients. Our highly-refined equity selection process and our implementation of world-class research enable us to identify the most consistent and best-performing assets all of which gives you the best chance of achieving your financial objectives.

Insight

Regardless of whether you elect to work with A1 Trade on a discretionary or advisory basis, we are certain that you’ll welcome the insight our professionals bring to the table. The best investment management practitioners are the ones who can best utilize the knowledge and lessons gained from successes and mistakes in order to better service their clients. The depth of our experience makes it possible for us to diversify and allocate your assets astutely.

Our Markets

Equities

Equities underpin most of our portfolios since, in the long run, they have been shown to offer excellent growth and protection against the ravages of inflation. Here at A1 Trade, we provide our clients with access to stock markets around the world including those in emerging economies. Our highly researched stock recommendations play a significant role in the consistent market-beating returns our clients enjoy year after year in bull or bear markets.

We have particularly strong experience with small and micro-cap stocks in innovative companies operating in alternative energy, bio-technology and information technology.

Fixed Income

As many of our clients are currently retired or approaching retirement, we have a close affinity with the fixed income or bond markets. A1 Trade prefers to avoid advanced economy sovereign bonds since, in recent years, yields have been in steady decline but we hold blue-chip corporate bonds in high esteem given their superior yields. Clients with a minimal tolerance for risk or who wish to derive a steady income tend to gravitate towards fixed income assets.

Our Services

The A1 Trade Discretionary Portfolio Management Service provides you with agile, responsive, professional portfolio management delivered by a professional portfolio manager.
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Why Invest?

This is the single most desirable outcome for any investment; the appreciation of one’s initial outlay and it’s the one we focus most intently on achieving for our clients.
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Our Methodology

A key part of being a successful investor is the ability to appreciate the larger picture. A1 Trade’s ability to see things in this way comes from having the kind of perspective that can only be acquired with experience.
More detail