How we select securities

Our security selection process begins with a defined universe of investible equities, which is based on market capitalization, liquidity, and sector significance. We have grouped the MSCI World Index, a pricipal reference used for the global stock market, into seven principal reference used for the global stock market,into seven principal sector (as shown).

Collectively, these sectors encompass all the market for equity securities into easily recognizable segments.

Using both primary and secondary research and our proprietary tools, we identify companies, which exhibit positive growth characteristics at attractive valuation levels. Regular performance reviews are made paying particulars attention to companies with significant performance deviation. The goal of this discipline is to re-examine initial assumptions without getting overwhelmed by the market action affecting an individual company.

Bank Jacob Safra's Management Group provides coverage of each of these sectors on both a macro and a micro level. Macro means evaluating each sector's performance potential vis-à-vis the rest of the world. Micro means determining, within each sector, which individual securities offer the best risk-adjusted performance potential.

The principal benefits of a global sector approach are seamless coverage of the market, a means to participate in the best investment ideas available globally, and the ability to play market themes as and when they arise.