The Funds seeks to allocate capital for a longer term to economies that are witnessing economic expansion as a consequence of young consumer driven economic expansion. The key parameters in our geographic allocation process are:
Fixed Income For Cocogem Fund, intent over ability, is the key to the metric when investing in fixed income. A fund focusses on a global geographic focus for investing into credits from countries with stable political system coupled with a reasonably study legal framework. Bond selection focusses on industry leaders with the best-in-class credit coverage metrics. Credit selection focuses on higher coverage ratios and free cash-flow rather than a vanilla rating driven approach.
EquityEquity selection focusses on industry leaders with established business models. The equity coverage spans a mix of growth stocks to old-economy business leaders. The Cocogem Fund chooses companies which generate sufficient free-cash flow and remain committed to return capital to shareholders by way of or a combination of dividend and buy-backs. Newer emerging technologies and high growth companies, that may not meet the exact “capital-returning” metrics find a smaller allocation in our portfolios.