Suubee Group have introduced immediately’s launch of its on-line funding resolution, Suubee Portfolios, that enables retail and wholesale traders to entry the staff’s funding experience in Australian and worldwide markets.
The Suubee Portfolios resolution is underpinned and administered by the OpenInvest platform.
The Suubee Group is a non-public funding group that has been developed over a few years, primarily based on the twenty years of expertise of the Suubee staff in constructing and refining their funding and buying and selling methodologies.
George Rolleston Founder and CEO described the group’s origins as offering schooling, coaching and mentorship to assist the subsequent era of merchants, primarily based on the talents and methodologies he had discovered and developed as an analyst, dealer, enterprise capital investor and company adviser. The group historically additionally advises refined traders.
“With the launch of Suubee Portfolios we at the moment are providing entry to retail traders to our professionally-managed funding portfolios, every with completely different targets and themes. We’re proud to have the ability to deliver our energetic administration capabilities and methodologies to a broader cohort of our investing group”, Rolleston mentioned.
The brand new Suubee Portfolios resolution is accessible by way of a easy 5-minute on-line utility course of by way of the Suubee web site. Traders can get began with a advisable minimal funding of $50,000. Thereafter, traders will obtain a daily stream of updates and explanations inside the resolution from the Suubee staff designed to maintain them knowledgeable of the staff’s considering, evaluation and portfolio adjustments.
The Suubee Portfolios resolution initially gives entry to 3 funding portfolios: The Australian Leaders Portfolio, The Australian Sources Portfolio and The World ETF Portfolio. Two extra portfolios targeted on the US market and utilising US-listed securities will comply with within the New 12 months.
Rolleston described the Suubee methodology as using a rules-based funding technique to determine market-leading shares and sectors.
“Our objective is to put money into these high-potential names, sustaining a various portfolio of market leaders. In contrast to a “purchase and maintain” method, we dynamically rotate shares as they achieve or lose management standing, guaranteeing we keep positioned for outperformance whereas prioritizing danger management.
“Success in investing hinges on uneven returns: maximizing features from winners whereas minimizing losses from underperformers”, he mentioned.
OpenInvest Head of Distribution, Ravi Verma, mentioned that OpenInvest was proud to have been chosen by the Suubee staff to make their funding portfolios accessible to the broader Suubee group.
“The Suubee group has been investing efficiently for a few years utilizing Suubee’s distinctive methodologies. Now, with the launch of Suubee Portfolios – underpinned by the OpenInvest platform – it’s even easier for traders to entry the funding experience and expertise of George and his staff,” he mentioned.