When you put on a pair of Nike trainers and Under Armour workout gear, drink a Monster Energy drink, play FIFA18 (Electronic Arts) or Call of Duty (Activision Blizzard) have you ever thought, “if only I can buy the companies that make this stuff?”

Galileo Capital under the guidance of Warren Ingram and Theo Vorster have created the Galileo Next World Portfolio to help you invest in the brands you love. “Rather than just create a portfolio of the world’s most popular brands, we wanted to create a great, long-term portfolio for private investors who love the brands that are changing our World. We felt it was important to find companies that had a good investment case and match them with a quality, low-cost ETF that invests in thousands of companies and bonds across the world. That means investors get a combination of a balanced global portfolio in one ETF combined with 20 great companies that are building our future.” This is certainly not a portfolio filled with stodgy old-world businesses, these are companies that are growing rapidly. If they perform well, returns are likely to be great however the balanced ETF provides a great shock absorber if things don’t work out.

The portfolio is especially designed for Millennial savers who want to build an investment portfolio at a low entry cost. The allocation is weighted towards stocks and thus is suitable for long term holdings. Investors would need to open an Easy Equities Account (please see link below) within their USD stockbroking account offering and buy the Galileo Next World Portfolio Bundle. This bundle will only be available to account holders.

https://www.easyequities.co.za/invest-now

	Bundle Securities	Galileo Next World	Weightings
1	iShares Core Growth Allocation ETF		40%
2	Activision Blizzard		3%
3	Alphabet Inc – Cl A		3%
4	Amazon.com		3%
5	Apple Inc		3%
6	Coca Cola Inc		3%
7	Electronic Arts		3%
8	Facebook Inc		3%
9	Hasbro		3%
10	Microsoft		3%
11	Monster Beverage		3%
12	Netflix Inc		3%
13	Nike Inc		3%
14	Pepsico Inc		3%
15	Sony Corp		3%
16	Spotify Technology		3%
17	Starbucks		3%
18	Under Armour		3%
19	Walt Disney Co		3%
20	Yum Brands		3%
21	Boeing		3%

Tailor-made Investment Strategies

We develop tailor-made investment strategies for our clients. Our initial objective is to develop a proper understanding of our client's current financial position and future objectives. We use this information to develop a proper investment strategy that is unique to our client. This strategy includes information on the level of risk that our client needs to take to achieve his or her financial objectives. We use highly advanced planning tools and a consistent, repeatable planning process to ensure that all our clients have proper investment strategies that suit their specific needs. We are an independent advice based firm, which means that we are not product sellers. Our independence allows us to offer objective advice that is right for our client - as we do not belong to a product house; we are not obliged to sell one company's products.

Who are our clients?

Retired individuals: We specialise in working with retired people to ensure that their assets are correctly positioned so that they are able to retire with peace of mind.

Entrepreneurs: We help business owners to structure their assets correctly and help them to plan for their future. This includes helping them develop the best structure for the ownership of their assets and the development of an exit strategy.

High net worth clients: We develop investment strategies for our high net worth clients to ensure that their assets are correctly structured. Managing the risk of their investments is usually the biggest role we play as they do not want to take excess risk with all their capital.

Widows and divorcees: It is our experience that these clients usually require a trusted advisor who can assist them with their financial affairs. Our role is to play the role of financial coach and advisor to ensure that they are able to make proper decisions about their finances.

Other Services

Risk management: We are not insurance specialists, which means that whilst we take into account risks that could affect our clients we often use external specialists to assist our clients when the need arises. These risks include disability, death and sickness.

Estate and succession planning: This is a vital aspect of any financial planning, and often involves highly technical tax and legal knowledge. We normally use external specialists where we feel that their services are required.

Tax consulting: We are not tax specialists but we do have relationships with various tax experts and will assist our clients in finding the necessary help when required.

Define the professional relationship

We establish and define the professional relationship between ourselves and our clients so that each party knows what to expect.

Gather all the necessary information

We then gather all the necessary information that we need on our client including: current financial position and personal financial goals.

Analyse our client's financial position

We use the information above to analyse our client's financial position.

Present our solution

We prepare and present our solution and recommendations.

Implementation

We then implement the plan.

Review and monitor

Finally, we review and monitor our client's financial position and investment strategy at least annually.

Primary Activities

Galileo Asset Managers offers share portfolio management services to private investors and their families. We manage portfolios of South African and International shares, all our clients’ assets are housed at stock brokers to ensure that you maintain control of your money.

Investment Philosophy

We believe that shares offer the best inflation-beating returns over the long term. We consider equity markets to be fairly efficient, but not always rational. It is our view that only the purchase of attractively priced and well-managed quality businesses will provide sustained capital growth with increasing dividend income.

We aim to avoid the risk of permanent loss of capital, nevertheless risk assumption is tailor-made according to our clients’ requirements. We avoid (with some rare exceptions) the practice of timing the market as long term investments in quality businesses are the best risk management strategy of all!

Who are our clients?

We have 3 broad categories of clients who make use of our service, our minimum portfolio size is usually R1m per client.

Retired individuals: We manage their portfolios to achieve capital growth while ensuring that they can draw an income as required.

Entrepreneurs & Executives: We help business owners to create portfolios that are not correlated with their existing business or industry.

High net worth families: We develop investment strategies for our high net worth clients to ensure that their assets are correctly structured. Managing the risk of their investments is usually the biggest role we play as they do not want to take excess risk with all their capital. This service extends to the children who often require their own portfolios, very often as part of their financial education.

Investment Principles

Investment success entails a marathon not a sprint. As such, we continuously seek to accumulate gains over long periods of time, rather than trying "swing for the fences".

We intend to buy robust businesses at reasonable prices and to hold them for the long term.

We will tailor-make portfolios to client-specific requirements, taking into account prevailing market conditions.

We will charge fair fees for the value provided. We do not charge performance fees, on paper they sound good, in practice this encourages risk-taking.

We are not dogmatic about investment style, though we have a bias towards the value style.

It is one thing to have conviction, quite another to engage in heroism. We don’t aim to be heroes with your capital.

Avoid high turnover, but do make use of tax harvesting (i.e. make use of annual CGT-free allowance).

Fashionable investment themes are avoided.