CGM IN 1 PAGE
1. BACKGROUND / CORE VALUES
- CGM was founded in 1997 and is regulated by the Central Bank of Bahrain.
- CGM’s investment approach is primarily institutional, in addition to serving as a multi-family office for HNW individuals and family owned conglomerates.
- In contrast to many investment firms, we at CGM only work for the client, we report to the client and we get paid solely by the client.
- We have three core values: independence, transparency and alignment of interest.
2. OUR ROLE
Our clients appoint us to advise on one or more of the following:
- Evaluate and restructure/optimize existing portfolios.
- Construct a new investment portfolio designed to meet clients’ objectives.
- Work closely with and complement clients’ in-house investment advisors when applicable.
In all cases, we do not handle clients’ cash or take custody of assets, nor have discretion/signature authority over the assets.
Specifically, we perform the following functions:
- Advising on asset allocation and selection of fund managers.
- Representing the client with the fund managers.
- Providing meaningful monthly reporting, consolidation of portfolios and analysis of performance and markets.
- Serving exclusively as our clients’ investment consultants. We do not sell investment products.
- When warranted, we may deviate from the benchmark for defensive reasons to protect clients’ assets on the downside. However we do not deviate too aggressively on the upside by taking excessive risk.
3. PROVEN TRACK RECORD
- At the end of December 2015, CGM achieved a 10 year track record; outperforming the benchmark by 15% cumulatively or 1.5% p.a. on average.
- Over the 3 most challenging years we have outperformed the composite global balanced portfolio benchmark by over 11% and also outperformed the average of a select group of world class institutions by 18%.
- Our team has over 125 years of combined relevant experience through different economic cycles.
4. CLIENT REFERENCE
“We consider the advisory fees paid to CGM to be a worthy investment. We are delighted by the return on investment that they have delivered to us not only from the relative investment returns but also from a portfolio management and cost containment perspective.”
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