Portfolio Assistance Services
SAGA Public Equity offers a variety of bespoke services assisting your investment team locally.
We are your local dedicated European partner
Our proprietary Portfolio Assistance Services (PAS) offer on-demand access to local insights and real-time updates.
This allows North American investors to make informed decisions easily and in real-time.
We decode movements in the share price and identify catalysts that drive value creation.
We tailor our services to meet your needs:
Efficient portfolio work.
Investigative due diligence.
Idea generation.
Tailor made investment trips.
Tailor made Portfolio Assistance Services
We conduct bespoke assignments upon request such as:
→ Fact finding and gathering of pertinent information to enable efficient and timely investment decisions.
→ Conducting 360° investigative and due diligence work.
→ Meetings with local competitors, suppliers, customers, regulators and government bodies.
→ Site visits and fieldtrips.
Enhanced efficiency
By being your “ear-on-the-ground” we are de facto a local extension of your investment team, a forensic research arm with the ambition to help you:
Save time.
Save costs.
Capture the local neswflow.
Stay fully informed.
Manage European equities with expert local insight
SAGA Public Equity offers Global/International investors based overseas a local presence in Europe and the ability to:
Facilitate European equity investments
Receive onsite bespoke assistance and proprietary consulting services to facilitate the decision-making process involved in managing European equity investments.
Get real-time access to local information
Get on demand direct and real-time access to local information and to company management teams of portfolio companies and investment targets.
Conduct stock “mining”
Discover and approach misunderstood companies listed on European markets with little exposure to North American investors.
Maintain an European presence
Indirectly maintain an efficient local European presence at a cost-effective level relative to the investment and the regulatory constraints which setting-up a local office would involve, notwithstanding providing local logistics.
We work on the basis of a pre-agreed annual flat fee which can be supplemented with a fully discretionary amount depending on the appreciation of the added value provided and the measurement of achieved performance.
Your strategic partner in portfolio management
Efficient portfolio work
Maintenance on existing positions fostering proximity with Management teams.
Bespoke services
On Demand and Ad Hoc requests addressed to obtain results however long it takes to get them.
Strategic consultant
Meetings preparation and Follow-up.
Partner more than supplier
Defending Fund interest in creating value by adopting an active attitude towards Management teams.
Keeping model assumptions current.
Checking that managements deliver the strategy indicated at investment time and stay on track.
Scouting for new ideas and providing idea flow to assist the investment team in its relative thinking.
SAGA Public Equity is operating on a fully confidential basis and under a non-disclosure agreement with its customers.
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