Services

Valuation

Emkaan Investments Ltd’s research teams screen the investment universe for securities or assets where the expected internal return meets or exceeds return targets of the services. Such forecasts are supported by extensive field research and disciplined valuation processes. The conversion of all forecasts to the common language of expected return enables comparisons of investments across the capital stack of corporate issuers and all other asset classes.

Our valuation processes include:

A present value modeling framework for common stocks that compares estimates of future free cash flow to current stock prices to compute expected returns. It then compares such returns to a broad universe of companies and establishes both absolute and relative views of return potential.

A fixed income cash flow modeling framework that compares market prices to predictions of loan performance to compute expected returns. Such returns take into account the idiosyncratic features of deal structure (conversion features, pre-payment options, etc.) and the cash flow pathways triggered by defaults and other factors.

Economic modeling at the global and national level. Models predict broad trends in corporate profits as well as supply and demand for real assets near and long term. Surveillance systems to track predictions versus actual results.

Quantitative Tools

Quantitative factors that correlate with future stock and bond returns facilitate screening for opportunities, timing of purchases and sales and sizing of positions. They also signal forecasting error, useful in research review. Still, such tools are adjunctive to the portfolio management process. All investments must qualify on fundamental grounds.

Research Review

The inputs that drive these investment processes are subject to intensive research review and quality assurance by the funds’ Chief Investment Officers and Director of Research, in collaboration with both internal and external research analysts.

Our investment management principles are based on creating individually customized portfolios, taking a balanced approach, and selecting high quality investments. We build balanced portfolios tailored for each individual’s risk tolerance and financial situation. Specific needs including long-term investment growth, or particular investment considerations are all considered. In many cases, clients arrive with existing positions that we integrate to create a balanced portfolio while also minimizing capital gains. How do you choose your investments or fundings? Taking personalised Investment Advice can be vital, especially in the current economic environment, with high inflation and record low interest rates.

Of course we are not talking about "get rich quick" type of investments, but conservative, steady, reasoned and logical advice. Whether you are seeking to provide money for the Start Up of your business, expansion of existing ones or fund a viable project, it is important to make the right investment choices. As independent Financial Advisory advisers, we have access to tens of thousands of investment funds which cover an enormous range of asset classes. Which funds are right for you, and in which combinations, will depend on many factors including your own attitude to risk, what your objectives are and when you are likely to need access to the money.

With our team-based approach, you're never limited to just one opinion. We work as a team, so you can be confident that our investment strategies are rigorously tested, challenged and strengthened by a larger network of experts. Our in-house investment committee develops portfolios and monitors the investments and securities within the portfolios. They evaluate macro-economic and market conditions to determine if and when specific changes are needed in our investors portfolios and Emkaan Investments Ltd' investment philosophies.