Our company has launched our new Strategic Opportunities Strategy on March 1, 2008.
The strategy invests in a concentrated long-term only portfolio, comprised of 10-15 high-quality companies.
Our private equity and owner-oriented investment approach to public markets, coupled with deep research and thorough investment risks assessment allow our company to constantly engage management teams and boards of directors to earn more and earn it quicker!
Our company strives to build a competitive advantage at each stage of the investment process in order to generate superior long-term returns, while continuously focusing on protecting investor capital.
Our unique idea generation process is designed to search inefficient areas of the market uncovering “hidden gems” not closely followed by most Wall Street firms and the general investment community. The team then performs an intense, fundamental, grassroots research process on each potential investment to identify the key long-term business drivers of the company and its industry. Importantly, as a result of its deep understanding of each company in which it invests, Praesidium has a long history of effectively collaborating with the management teams and boards of its holdings to create and unlock shareholder value.
Сore values
and our advantages
360° approach
When it comes to managing any business activities, having one company oversee all of your processes is a great idea. This kind of a complex approach allows our financial management company to be more efficient while working with your money…
Low risks
We’re widely known for our low-risk attitude, which has been helping us to work around a number of investment risks… The fact how carefully we choose our investment opportunities can be seen if you look at our investment portfolio. We always make sure that your money is safe!
High dividends
In every single investment strategy, we’re employing, we always put your income first. This means that we’re trying to keep a good balance of low-risk, high-revenue investment opportunities. Just take a look at our investment portfolio to be sure that we’re the company you’re looking for!
Meet Our Financial Experts
Damien Kaschzmarek
Damien was appointed as Managing Director of our Investments venture in February 2014, after 4 years as Chief Executive Officer.
Derek Zoolander
Derek joined us in 2007, has been Company Secretary since 2010 and was appointed Chief Operating Officer in 2015. He is a Chartered Accountant.
Tom Marvolo
He has over 30 years’ experience in financial and investment accounting and has extensive experience in the management of the portfolio…
Luis Buffet
Mr. Potter joined us in 2010 as an Investment Analyst and was promoted to Senior Investment Officer. He has long experience as an analyst.
Lily Granger
While Lily works here only 10 years, her efficiency allowed us to name her a Senior manager of our biggest portfolios…
Lionel Hollande
Lionel has joined us after years of consulting for Wall Street’s biggest financial institutions. He studied economics at Harvard University.
Timothy Dumbledore
What Timothy does to company’s, is what our clients call “fiscal magic”. He is an accomplished pro regarding any investing gamble…
Craig Ferguson
Prior to joining our agencyt, Craig worked at JPMorgan for 10 years in Credit Markets and Risk Technology. He is a certified…
Diane Mist
Before joining our experts’ vast team, Diane was the Behavioral Finance Specialist at Barclays Americas and London teams in 2007.
Andrew Cuomo
With a background in global bond markets, Andrew’s outlook on our fixed income exposures is invaluable and priceless…
Ben Edwards
Ben is one of the worlds strongest advocates of value investing, and assists us with asset allocation models he developed…
Chris Cripsie
Chris brings deep experience in equity trading from his days at Goldman Sachs, advising on the nuance of tax and execution risks…
Do you have an MBA, University level degree, 5+ years of
practical experience and a strong urge to overachieve?
FAQ
Q: What is distinctive about COAM’s investment philosophy?
A: COAM’s investment philosophy stands atop of two cornerstones: a through client-facing and diligent research. We focus on fully apprehending your unique needs and circumstances in order to design the most appropriate portfolio for you, our client. We accept that markets are fairly, but not perfectly, efficient. We believe a structured, disciplined investment process can create excess returns by exploiting market anomalies that are well-researched and documented in capital market and behavioral research. By taking all the variety of factors that employ these anomalies into account, a stable, sound investment process is practiced—one that can provide excess returns in well-diversified portfolios.
Q: I have certain financial objectives I want to meet with my business. What can your Asset Management company do to ensure I stay on track?
A: We will meet your financial objectives by:
– Making a detailed analysis about your organization’s objectives and goals
– Developing a tailored solution for your specific company or assets type
– Assessing and adjusting your investment plan based on your organization’s considerations, regulations, and changes in the market environment
– Giving you full access to our portfolio management team
Q: How will you be choosing my investments?
A: Once an investment policy with the documented return requirements, risk tolerances, and time horizons is established, a portfolio manager can work with you to sort through the alternatives and choose the right investment options tailored to your unique goals and abilities. Whatever their age, investment experience, or lifestyle, each investor should have a range of expert resources and options brought to bear for managing those assets.
We review and accept business requests on a 24/7 basis.
Contact us now…
Money Management That is Efficient!
With the help of our professional team of consultants, any business will expand to its full promise!