Brederode SA

Brederode-IM is an active, long-term manager which aims to increase shareholder net worth by generating recurring dividend income and capital gains on investments.

Red Rocks Capital specializes in investments in global, publicly-traded private equity companies. The firm's investment process begins with an extensive and proprietary database of publicly-traded private equity companies. This includes, among others, business development companies, investment holding companies, publicly-traded limited partnership interests (common units), publicly-traded venture capital funds, publicly-traded venture capital trusts, publicly-traded private equity funds, publicly-traded private equity investment trusts, publicly-traded closed-end funds, publicly-traded financial institutions that lend to or invest in privately held companies and any other publicly-traded vehicles that invest in privately-held companies. Red Rocks' investment process investment process begins with an extensive and proprietary database of publicly-traded private equity companies, which they screen using both quantitative and qualitative research to identify top-performing, high-quality private equity companies. They target companies with $100 million or more in market-cap. This analysis allows the firm to narrow the global coverage list to approximately 100 firms which they analyze extensively for possible inclusion in the portfolio. Red Rocks seek to identify and invest in undervalued situations or situations where they believe returns can exceed current expectations. In addition, they compare market expectations (either premium or discount). The result of the research is a highly diversified portfolio of 30 to 50 securities.

Sunline helps clients structure their wealth, and build an investment portfolio that is respectful of the client profile, objectives and tax environment. The firm employs a comprehensive wealth strategy that focuses on the long-term sustainable growth of client’s portfolio, in a tax-efficient manner, while constantly assessing risk and planning for the smooth transition of their estate and/or business to their heirs. Sunline construct portfolios and permanently research and monitor the investment landscape across geographical regions and individual countries based on the decisions of the investment committee. They analyze the political and macroeconomic factors, performance of and investor sentiment towards different types of asset (bonds, equities, currency, commodities) and industrial sectors.