Zeus Asset Management
1. What is Zeus’s investment philosophy?
Zeus’s investment philosophy is based on the belief that superior investment results can be achieved over many years by following a conservative, risk-averse, quality-oriented approach to investment management. In other words, the firm uses active approach to investment management, which means the primary job of portfolio managers is to deliver the best possible performance relative to the benchmark’s performance working within the risk and other constraints specified in the client’s mandate.
In detail, the equity fund aims to seek long-term growth of capital through investments in a high quality portfolio of stocks, whose earnings are expected to grow at above-average rates. That is the growth investment style of active management. Besides, the bond fund seeks to maximize total return in a way that was consistent with the preservation of capital, which is done through an actively managed portfolio of high quality. However, the balanced fund seems to be a little different, since its objective is to minimize risk while generating competitive returns over longer periods, which is more like a semi-active approach.
2. Who are Zeus’s primary investors?
Zeus Asset Management serviced both institutional and individual investors. The institutional clients were consisted mostly from 2 parts, foundations & endowments, and corporations. The individual investors were typically risk-averse, high-net-worth and would like to grow their assets over long-term.
There was a minimum requirement of $2 million for individually managed account. For these clients, Zeus customized portfolios according to clients’ investment objectives and special requirements, then balanced the horizon and volatility of their portfolios. For others who did not meet the minimum requirements, or those who wished to invest in a specialty fund, Zeus also had multiple mutual funds focusing on domestic equity, bond and international equity market. The firm also
Zeus’s investment philosophy is based on the belief that superior investment results can be achieved over many years by following a conservative, risk-averse, quality-oriented approach to investment management. In other words, the firm uses active approach to investment management, which means the primary job of portfolio managers is to deliver the best possible performance relative to the benchmark’s performance working within the risk and other constraints specified in the client’s mandate.
In detail, the equity fund aims to seek long-term growth of capital through investments in a high quality portfolio of stocks, whose earnings are expected to grow at above-average rates. That is the growth investment style of active management. Besides, the bond fund seeks to maximize total return in a way that was consistent with the preservation of capital, which is done through an actively managed portfolio of high quality. However, the balanced fund seems to be a little different, since its objective is to minimize risk while generating competitive returns over longer periods, which is more like a semi-active approach.
2. Who are Zeus’s primary investors?
Zeus Asset Management serviced both institutional and individual investors. The institutional clients were consisted mostly from 2 parts, foundations & endowments, and corporations. The individual investors were typically risk-averse, high-net-worth and would like to grow their assets over long-term.
There was a minimum requirement of $2 million for individually managed account. For these clients, Zeus customized portfolios according to clients’ investment objectives and special requirements, then balanced the horizon and volatility of their portfolios. For others who did not meet the minimum requirements, or those who wished to invest in a specialty fund, Zeus also had multiple mutual funds focusing on domestic equity, bond and international equity market. The firm also