Award-winning Λnβro funds launched on Mesh

Boutique asset management company Λnβro Capital Investments has made three of its thematic, actively managed certificate (AMC) global equity portfolios available on Mesh.trade. This gives you as an investor easy and direct access to stable, trustworthy, attractive and award-winning listed investment vehicles, and enables you to expand into assets that build up your portfolio of global equities, while hedging your Rand risk by buying into funds that provide US Dollar-based returns.

Established in 2014, Λnβro has a proven track record of bringing a fresh perspective to what investors typically see in the market. Its three funds – Λnβro Unicorn Global Equity AMC, Λnβro World’s Biggest BRNDZ AMC, and Λnβro Dynamic Compound AMC – offer different levels of risk and return. All three are crafted for investors who have a capital-growth mindset and a long-term investment profile of at least 5 years.

Λnβro Unicorn Global Equity AMC is a US Dollar-based, capital growth portfolio that targets better performance exceeding the All World Index: Vanguard ETF benchmark (VWRL). It offers exposure to powerful growth opportunities through smaller, high-potential growth companies, which in turn comes with higher-than-average potential volatility. These are businesses that are typically run, managed or deeply influenced by the owner; and while they tend to be in the technology space, there are unicorns in other sectors, too – from energy and healthcare to insurance, media and retail.

“When these businesses succeed, they succeed handsomely,” says Λnβro CEO Justiné Brophy. “If you’re a high-growth-oriented investor, you’d lean toward Λnβro Unicorn Global Equity AMC. Family offices and independent financial advisors who already have long-standing blue-chip portfolios would be looking to enhance those with Unicorn’s exposure to high-growth equities.” This AMC has already won two SALTA Awards for Total Return Performance Foreign Equity over 3 years and Trading Efficiency Foreign Equity.

Λnβro World’s Biggest BRNDZ AMC, meanwhile, provides investors with exposure to companies that have demonstrated proven success and longevity over time. What these brands already are, the companies in the Unicorns portfolio are on track to becoming. The BRNDZ portfolio offers internationally-listed exposure, targeting better performance than the S&P 500.

What is the underlying? “It’s the brands you use and buy into every day,” says Λnβro CIO Craig Antonie. “It’s the likes of Apple, Microsoft, Google, Netflix… They are the world’s biggest brands by brand value. Brand valuation is based on brand appeal, which lends itself to trust and reliability amongst the people who use and consume the product or service. That loyalty creates longevity for the business, which gives the businesses flexibility on their balance sheet.”

The third Λnβro fund available to investors on Mesh.trade is the AnBro Dynamic Compound AMC. This high-yield, capital growth portfolio harnesses what investors call the “magic” of compounding. Targeting better dividend yields than a composite benchmark, it invests in global companies that sustainably generate large cash flows and subsequently pay out regular dividends to investors.

“The dividends received are then re-invested in the portfolio, as we keep reinvesting these ever-growing dividends into an ever-growing portfolio,” says Brophy. “As those returns compound, it’s like a snowball rolling down a hill: it just picks up more and more value as it goes.”

The underlying equities are, as Brophy describes them, “companies that can compound and grow dividends and their capital values at a steady pace”. “As you add that compounding to the dividend you’re earning, you get a return that targets inflation and the markets over time,” he says.

Λnβro Dynamic Compound AMC is intertwined with Λnβro Unicorn AMC and Λnβro World’s Biggest BRNDZ AMC, in that many of the underlying investment themes are the same. “It’s just at a different risk level,” says Antonie. “The Dynamic Compound portfolio is tilted toward more stable, lower-risk shares. And with each of these portfolios, we’re investing in the best version of the future. These are responsible companies that offer solid growth and returns. They do good, and they do well.”

Each of the three funds has a unique profile; yet they all have a common theme. “South Africans live with the constant threat of imported inflation,” says Brophy. “Even though we have a lot of amazing potential in our economy, inflation creates a huge burden on South Africans as investors. These three portfolios are all global portfolios designed to help hedge imported inflation, so you’re growing your investment internationally. You don’t want to be sitting on a lot of Rands that are at risk of weakening to the Dollar over time. You want to be in a position where you can access real global wealth creation opportunities.”