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Portfolio Management

Borderless portfolios

are our forté.

At Alpine, we believe your investments should never be constrained by geographical borders or currencies. As such, we bring significant experience to both offshore and local portfolio management, as well as powerful platforms and partnerships to move funds and invest in over 60 countries and more than 10 currencies.

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At Alpine Capital, our asset management team brings over 40 years of combined market experience to the table. Boat We specialize in both offshore and local asset management, leveraging our expertise from build large corporates and boutique firms alike.

Power of the markets

This graph is a line graph of actual ETF performance figures were used to illustrate the total return percentage over the past 10 years in ZAR terms. For illustrative purposes only. The graph lines showcases an upwards trend.

Disclaimer: Actual ETF performance figures were used to illustrate the total return percentage over the past 10 years in ZAR terms. For illustrative purposes only. Past performance is not indicative of future results. Source: Investing.com, Alpine Capital.

This graph is a line graph of actual ETF performance figures were used to illustrate the total return percentage over the past 10 years in ZAR terms. For illustrative purposes only. The graph lines showcases an upwards trend.

Tap on graph to view

Disclaimer: Actual ETF performance figures were used to illustrate the total return percentage over the past 10 years in ZAR terms. For illustrative purposes only. Past performance is not indicative of future results. Source: Investing.com, Alpine Capital.

Alpine Investment Philosophy

Our investment strategy leverages expert analysis from diverse sources to identify promising opportunities in the market. We focus on evolving themes that have the potential to significantly influence long-term investment returns, allowing us to stay ahead of market trends.

This thematic approach helps us identify economic super-cycles and avoid systemic risks, enhancing our ability to make informed investment decisions. Throughout our process, we adhere to strict investment guidelines and prioritise company fundamentals in our decision-making, ensuring a disciplined and thorough approach to managing our clients' investments.

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Our track record

Early adopters of  technology-driven markets

Pioneers in offshore market  opportunities

Strategic use of ETFs for diversification and portfolio optimization

Calculated exposure to emerging  sectors like crypto and AI

99.2% client retention rate

Unhampered by specific styles or strategies

Investment model options

Offshore Active Portfolio

Our flagship portfolio consisting of our best stock and ETF picks for optimal diversification. A “long-only” segregated model which can be invested in directly or through your pre or post-retirement annuities. The portfolio has a global mandate, and generally follows a GARP (growth at a reasonable price) investment strategy. For the aggressive investor with a longer than 5-year investment horizon.

Offshore Cautious ETF Portfolio

A portfolio of exchange traded funds looking for conservative offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the short to medium term.  For the more risk-averse investor with a 2 year + investment horizon.

Offshore Moderate ETF Portfolio

A portfolio of exchange traded funds looking for moderate offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the medium term.  For the moderate investor with a 3 year + investment horizon.

Offshore Growth ETF Portfolio

A portfolio of exchange traded funds looking for offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the longer term.  For the growth-orientated investor with a 4 year + investment horizon.

Offshore Aggressive ETF Portfolio

A portfolio of exchange traded funds looking for aggressive offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the long term.  For the aggressive investor with a 5 year + investment horizon.

Offshore Active Portfolio

Our flagship portfolio consisting of our best stock and ETF picks for optimal diversification. A “long-only” segregated model which can be invested in directly or through your pre or post-retirement annuities. The portfolio has a global mandate, and generally follows a GARP (growth at a reasonable price) investment strategy. For the aggressive investor with a longer than 5-year investment horizon.

Offshore Aggressive ETF Portfolio

A portfolio of exchange traded funds looking for aggressive offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the long term.  For the aggressive investor with a 5 year + investment horizon.

Offshore Growth ETF Portfolio

A portfolio of exchange traded funds looking for offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the longer term.  For the growth-orientated investor with a 4 year + investment horizon.

Offshore Moderate ETF Portfolio

A portfolio of exchange traded funds looking for moderate offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the medium term.  For the moderate investor with a 3 year + investment horizon.

Offshore Cautious ETF Portfolio

A portfolio of exchange traded funds looking for conservative offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the short to medium term.  For the more risk-averse investor with a 2 year + investment horizon.

Local Aggressive ETF

A portfolio of exchange traded funds looking for offshore growth. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the longer term.  For the growth-orientated investor with a 4 year + investment horizon.

Local Growth ETF Portfolio

A portfolio of exchange traded funds looking for growth. ETFs with mostly global exposure will be used despite being listed on the JSE, investment takes place in local currency. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the longer term.  For the growth-orientated investor with a 4 year + investment horizon.

Local Moderate ETF Portfolio

A portfolio of exchange traded funds looking for more moderate growth. ETFs with mostly global exposure will be used despite being listed on the JSE, investment takes place in local currency. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the medium term.  For the moderate investor with a 3 year + investment horizon.

Local Cautious ETF Portfolio

A portfolio of exchange traded funds looking for more moderate growth. ETFs with mostly global exposure will be used despite being listed on the JSE, investment takes place in local currency. ETFs are cost-effective and provide for superior risk management by holding multiple underlying instruments. Alpine Capital identifies sectors, industries and geographical regions to likely outperform the general market over the short to medium term.  For the risk-averse investor with a 2 year + investment horizon.

Ready to optimise your investment strategy?

Contact us to explore our portfolio management solutions.

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