Investment Strategies
At Morula Capital Partners, we provide investment solutions that align with the unique goals, risk appetite, and investment horizons of our clients. We leverage the vast investment expertise of our team, combined with deep market insights and a disciplined investment process, to preserve capital and create value for our clients over the long term. Our investment solutions can be offered on a segregated or pooled basis.
Our core expertise include:
Specialist Equity Strategies:
High conviction, valuation and fundamental research is core to the bottom-up portfolio construction process for our specialist domestic and offshore equity strategies.
Public and Private Credit/Fixed Income Strategies:
Public and Private Credit/Fixed Income Strategies: Our credit strategies cover the global fixed income universe, investing in both public and private markets, domestically and offshore.
Money Market Strategies:
We offer capital preservation money market solutions that invest in short-term high-quality instruments that can provide liquidity at short notice but also maximize returns through income generating high quality investments.
Multi Asset / Balanced Mandates:
Our multi asset strategies are designed to provide competitive returns by investing across a full range of assets classes domestically and offshore, including equities, private and public fixed income, money markets, commodities, hedge Funds and property through active asset allocation and security selection decisions measured over a long-term period.
Asset-Liability Matching strategies:
We offer asset liability matching strategies where the objective is to match the duration and cashflows of assets against liabilities. These strategies are typically used by life insurance companies for annuity portfolios.
Inflation linked strategies:
We have the capability to manage be spoke portfolios benchmarked to inflation plus 0%-5% based on client risk appetite and asset class preferences. These strategies aim to preserve and grow the purchasing power of assets over time.
Why Invest With Morula?
- We are an independent owner managed business which is aligned to long-term client interest
- Our valuation driven investment philosophy helps us identify opportunities and limit downside risk
- We have one of the most experienced and qualified investment teams in the market