Asset Management

VALUALLIANCE ASSET MANAGEMENT LIMITED

ValuAlliance Asset Management Limited (ValuAlliance) was incorporated in 2007 and is a SEC registered Fund/Portfolio Manager, providing investment management and advisory services to institutional investors and high net worth individuals. It is the Sponsor and Fund Manager of the SIM Capital Alliance Value Fund (“the Value Fund”), a closed-end collective investment fund listed on the Nigerian Stock Exchange since 2011. The Value Fund seeks to achieve long term capital growth utilizing a value-oriented investment approach.

Investment Philosophy

Our return objectives seek to achieve long term capital growth utilizing a value-oriented investment approach. Our pragmatic value investment philosophy combines bottom-up and top-down approaches to identify investment opportunities in the different asset classes.

This means we:

  • Seek out securities trading at prices below their intrinsic value capturing a margin of safety we consider appropriate.
  • Are often contrarian to the general sentiments in the capital market.
  • Will not make unrealistic assumptions on future prospects of companies we evaluate.
  • Will not take a passive approach to constructing and managing the portfolio.