Reeves Independent’s Opportunity Portfolio!

The second part of our series concentrates on the Reeves Independent Opportunity Portfolio. This Portfolio consists of 4 Funds – 2 from the European sector & 2 from the Financial sector. The areas of European equities & Financial stocks have been some of the worst performers over the past 3 years, so why have we constructed a Portfolio including these?

Firstly we will highlight why leading fund managers believe this might be the right time to be investing in European funds now. Here is a summary of what they are saying;

  • Increased stability due to the European Central Bank’s (ECB) fresh offer of cheap three-year loans 
  • European stocks have been lifted by news of a second bailout for Greece
  • There is a an opportunity to potentially make gains as there is a belief that stocks are substantially undervalued
  • Improving economic conditions from the US will have a knock-on effect in Europe 

However many risks remain in the Eurozone & this must be considered when making investment decisions.

Within the Reeves Independent Opportunity Portfolio clients have the option to invest in the Aberdeen European Equity Fund & Artemis European Growth Fund. Both funds vary significantly with respect to where they invest. Aberdeen has a large investment in the Industrial sector as and concentrates primarily in Germany, whereas Artemis concentrates more on the Financial sector & weighted in Switzerland & France.

Secondly what positive thoughts are coming from the experts about the Financial sector & why should this be an area to invest in? Here is a short summary of what our team at Reeves Independent have found;

  • The ECB’s Long-Term Refinancing Operation (LTRO) has genuinely reduced the risk of a liquidity crisis in the European banking sector
  • Improving economic conditions in the US has had a positive impact in the sector as a whole
  • There is an opportunity to potentially make gains due to a belief that a number of institutions with strong franchises & strong balance sheets within the developed markets are significantly undervalued

However rising regulatory costs means likely continued deleveraging by European Banks, as well as the ongoing financial & political risks in the Eurozone means this is a volatile sector in which to invest.

Our clients they have the opportunity to invest in either the AXA Framlington Financial Fund or the Henderson Global Financials Fund. Both Funds are very similar is respect to where they invest with over 30% in North American Equities & both having over 40% in the Banking sector.

The primary difference between the Funds is that AXA Framlington has 19.2% invested in Real Estate, which is twice as much as Henderson. This actually backs up the thoughts of the Reeves Independent Team as we have an Add Ons Portfolio that enables more speculative clients to invest in various Property Funds.

These funds are for investors who are prepared to take a longer term view & except volatility to achieve potentially substantial gains. Additionally we would only expect our clients to have a small percentage invested rather than large bulk investments due to the volatility factor.

Further details about how to access this portfolio, these funds and the Reeves Independent Wealth management service are available by calling 0191 281 9862 or e-mail info@reevesifa.com NOW for a FREE initial chat!

Seeking an Effective Headhunter?

In the second part of our guest Blog series from Guy Newton of the Corpex Group he looks at the Ten key questions you should ask when seeking an effective headhunter!  

The Corpex Group is a specialist Human Resources consultancy, which works as your business partner to provide added corporate value, by supporting the people who really make a difference to your business – your Executives. Through the Corpex Group you will find solutions to your Executive requirements, including the effective recruitment, coaching and development of your key decision-makers.

 Guy Newton, Managing Director of The Corpex Group has provided a useful guide ‘An ABC Guide to Hiring an Interim Executive.  To help your business read Guy’s advice below:

v       What evidence can you provide to satisfy me that you have operated effectively within the target sector?

v       What remuneration package do you suggest we need, to attract suitably qualified candidates?

v       Who, specifically, will carry out the desk research, initial candidate contact and face to face interviewing?

v       Can you provide the contact details of three satisfied Clients for whom you have conducted Executive Search assignments?

v       How do you measure your success?

v       How many organisations in the target sector are “off limits” for you, and who are they?

v       At what stage will you reveal the identity of the Client and to whom?

v       What, if any, guarantees do you offer?

v       What candidate checking takes place before short listing?

v       Can you provide the contact details of three candidates you identified, interviewed and short listed in a previous Executive Search exercise?

For further information have a look at the Corpex Group website http://thecorpexgroup.com/CORPEX_1024.htm or e-mail guy.newton@thecorpexgroup.com 

The ABC Guide to Hiring an Interim Executive!

Reeves Independent has a wealth of highly motivated and successful business associates.  This month we would like to introduce you to Guy Newton of the Corpex Group who is going to a 2 part series of guest Blogs.

The Corpex Group is a specialist Human Resources consultancy, which works as your business partner to provide added corporate value, by supporting the people who really make a difference to your business – your Executives. Through the Corpex Group you will find solutions to your Executive requirements, including the effective recruitment, coaching and development of your key decision-makers.

 Guy Newton, Managing Director of The Corpex Group has provided a useful guide ‘An ABC Guide to Hiring an Interim Executive.  To help your business read Guy’s advice below:

THE ABC GUIDE TO HIRING AN INTERIM EXECUTIVE

What is temporary, flexible and cost effective, yet delivers strategic business improvements that are permanent?  The answer is an Interim Executive or Manager and an increasing number of business organisations are hiring an extra pair of senior management hands that can:

  • Manage business critical change projects
  • Identify and secure cost savings
  • Facilitate and conclude strategic reviews / plans
  • Turnaround underperforming business units

The Corpex Group has a portfolio of c.1000 Interim Executives, so we have immediate access to high achievers with impressive experience of your industry.

Consider some of the advantages for your business …………….

Availability

  • Can start immediately and will disengage as soon as the project is successfully completed
  • Can operate on a full or part-time basis and will only stay as long as they are adding measurable value
  • Expects to work long hour days to get your job done

Business Focused

  • Focused only on delivering results and improvements for your business
  • Shuns corporate politics and shares wisdom / experience with your staff
  • No hidden agenda or seeking a permanent post, just rolls up their sleeves and delivers results for you

Cost Effective

  • You only pay for the actual number of days worked
  • About half the daily cost of a senior consultant
  • Does not go on your Payroll so no on costs such as NI etc

Your Interim Executive may only be temporary, but the business improvements delivered will be permanent!  So, how do you hire one?  Well, that’s as simple as ABC

Ask The Corpex Group

  • Telephone me to discuss the business challenge, improvements required and the ideal candidate to do the job
  • You will be reviewing 4 or 5 candidate CVs within 24 – 36 hours

Book Interviews

  • Meet and interview 2 or 3 Interim Executive candidates
  • Select your preferred Interim Executive

Confirmation

  • We will sort all the paperwork and confirm contractual terms
  • Together we will agree and confirm expectations
  • Confirm start date, usually within a couple of days of interview

So, if your business is not moving forward quickly enough, consider accelerating the pace of improvement by hiring an Interim Executive.  It costs nothing to meet 2 or 3 talented individuals – the process is as simple as ABC.

For further information have a look at the Corpex Group website http://thecorpexgroup.com/CORPEX_1024.htm or e-mail guy.newton@thecorpexgroup.com 

 

Reeves Independent’s Technology Portfolio!

Here at Reeves Independent we have just undergone our quarterly review of our Fund Portfolios. Over the next week we will be Blogging about the research the team have undertaken & explain the reasons behind their construction. Firstly we will talk about the Reeves Independent Technology Portfolio.

According to leading fund managers opinions, Technology stocks are set to out perform most equity markets, hence why we have constructed this as a specialist portfolio.

Technology companies are seen to have high profits, good cash flows & cash in the bank. There is demand for their products & services that is likely to continue & it’s considered that these companies can maintain growth even in times of economic uncertainty.

Access to a selection of specialist funds is available through the Reeves Technology Portfolio. This includes the funds managed through Axa Framlington & Henderson (This was our Fund of the Week last month  http://www.reevesifa.com/blog/?p=336) together with a tech tracker fund through Legal & General.

Framlington & Henderson have different feelings about where to invest within the markets. Framlington being very keen on Software & Hardware sectors with over 70% being invested in that sector & Henderson have a more diversified covering of sectors. The Legal & General Tracks an index.

The bulk of the investments within the portfolio are invested with the USA & all 3 funds have ‘Apple’ as the biggest Individual holding.

These funds are for investors looking for higher returns that can afford and are willing to experience higher levels of volatility. Advice should always be sought and this should not be seen as a general recommendation. One should always remember the .com bubble of 10 years ago & tread with caution.

Further details about how to access this portfolio, these funds and the Reeves Independent Wealth management service are available by calling 0191 281 9862 or e-mail info@reevesifa.com NOW for a FREE initial chat!