Mithril

GPI Europe believes that the management of client’s wealth should be entrusted to the best in the market, that’s why for more than 10 years we have collaborated with Mithril.

They are an independent global asset management company with worldwide presence and long history.
They manage our client’s assets knowing that investors today are expecting something special and it is Mithril’s intent to meet this expectation.

STRONG GUIDANCE

THROUGH SEVERE

ECONOMICAL SITUATIONS

"Successful investing is about managing risk, not avoiding it.”

 

Benjamin Graham

INVESTMENT VOCABULARY

 Stocks

 Bonds

 Unit Linked Funds

 Structured Products

 ETF

 Hedge Funds

 Alternative Investments

Cash

Stocks

A stock is a certificate which gives the shareholder an opportunity to participate in a company’s profit and confirms the ownership of authorised capital of the enterprise.

When buying a stock, the investor actually acquires a stake in the business, together with the possession rights and obligations.

Companies which issued stocks are called Joint Stock Companies or Public Limited Companies.

In simple words, a stock is a security that confirms your right to a share of the business.

That is why it is called share, the other usual names being an equity or an action, which comes from the Latin “actio” — right.

So what are these rights?

  • The right to a share of current profit in the form of dividend payments.
  • The ability to obtain ownership of a part of the property of the company during its liquidation.
  • The opportunity to take part in the management of the organisation — “voting right”. This one depends if the shares are ordinary or preferred. Only ordinary shares give the right to participate in the meeting of shareholders and vote on the issues raised.
    However, the holder of the preferred share has the right of the first priority to profit in the form of dividends, of course if this profit is available.

Due to the latter feature, a stock is a security unique in its kind. No other financial instrument gives voting rights.

Obviously, since the stock confirms your ownership, it is perpetual security. This is another important difference from other financial instruments. In practice, the life of a security is limited only by the life of the enterprise itself, during which the owner has the right to freely dispose his shares without restrictions: sell, give or gift.

The Stock Exchange or Bourse is the market centre where brokers trade securities including stocks. The trading in securities causes markets to change on the basis or supply and demand. Other factors greatly influence the prices such as political pressures which may cause stocks to become cheaper or more expensive causing ups and downs in the price of stocks and the market in general.

The price of a stock is called the Nominal value. The total value of all shares is equal to authorised capital.

  • The value of all ordinary shares is the same.
  • The value of the initial issue may not exceed its price.
  • Normally, the true value of the business is reflected in the share price but does not comprise of only the assets. There is also a good will, intellectual property rights and expectations.

Emission value — the price of one share in the primary market.
Share premium — the difference between share premium and nominal value.
Balance value — the amount of pure assets per one share.

Generally, the balanced value is less than the market value, which could send the signal to the share price to fall depending on market conditions. If the balance value increases as a percentage of the market value, conversely, this could cause the share price to rise.

So people are buying stocks in hope that the value of the company will increase, and they will be able to sell stocks at a higher price. Stocks are often sold to buy back at a lower price, particularly if there is a conviction that the company’s current business development is poor but the future prospects look more solid! Of course another reason to sell is to avoid loss if stocks are falling.

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As GPI client, you can be assured that you will always obtain the highest quality advice and service.

Why to choose Mithril?

Importance

The importance of asset management is often underestimated when markets perform well, as investors, being happy with returns, often ignore the underlying management considerations being taken.

When the markets go through a period of volatility, emotions and confidence can fall and rise with the markets themselves, losing patience, investors often make the common mistake, off hastily selling when the markets look bleak.

Mithril’s allocation process is designed in such a way that the client’s portfolio is consistently aimed at achieving the target set out by the client, no matter if the markets are showing positive returns or are going through uncertainty.

Designed for you, the investment strategy will always balance your key objectives, with your attitude to risk, accounting for your current personal circumstances.

Benefits

Mithril’s approach in designing a portfolio is based on one simple facet — to meet the client’s financial objectives & aims.

They understand the uniqueness of every client and design a portfolio which is centred around the principal that no two client scenarios are the same and therefore no two portfolios are the same!

Working independently allows them to choose most asset classes from practically the entire investment universe including stocks, bonds, structured notes, ETFs, hedge funds and commodities.

Bringing active management allows Mithril to ensure that whatever is your appetite or aversion to risk they construct a diverse portfolio focused purely on your objectives.

Mithril key personnel

Soemoe Thein Win (CAIA, MCSI)

Managing Director of Mithril Asset Management

Anna Rozhentsova (CFA, MCSI)

Portfolio Manager of Mithril Asset Management


Bulletin

Mithril’s weekly investment bulletin details very own look on the investment universe offering expert opinions from technical analysis on the stock markets to political and economic commentary direct from the team of analysts.

They examine the investment climate, new opportunities and their potential and the likely impact it has on the future. This bulletin is for those who are serious about long term investment, who value the independent and unbiased opinions of experienced investment managers.

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