Special Opportunities Portfolio
The Credo Special Opportunities Portfolio is a concentrated, high-conviction portfolio that invests across large, medium or small-capitalisation stocks that have sufficient liquidity.
The portfolio has an opportunistic, bottom-up focus and a shorter time horizon than Credo's other diversified portfolios. The objective of this portfolio is to exploit shorter-term (less than five years) stock mispricings. This portfolio is currency and market agnostic and price sensitive.
Creating and preserving wealth for future generations is a different journey for each client. At the outset of your journey with us, you will be introduced to your personal Relationship Manager who will be your primary contact. Your Relationship Manager will guide you through Credo's investment process, including understanding your investment objectives, risk profile and financial needs.