Investment solutions — GLOBACOR PARTNERS INC

Investment solutions

Four families of solutions, each presented with its conditions and its risks.

Stock market investment

Exposure to listed markets through diversified instruments, selected according to objectives and risk tolerance.

Equities
Index funds and ETFs
Bonds
Portfolio diversification

General conditions

Subject to an assessment of the investor’s knowledge, objectives and situation, and to the instruments authorised in the investor’s jurisdiction.

Main risks

Market prices can fall as well as rise. Losses may be significant over short periods, and currency movements affect foreign holdings.

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Capital management and allocation

A structured framework for deciding how capital is spread between asset classes, sectors and horizons.

Analysis of financial objectives
Assessment of risk tolerance
Asset diversification
Performance monitoring

General conditions

An allocation is defined in writing with the investor and reviewed periodically. Fees are communicated before any commitment.

Main risks

Diversification reduces but does not remove risk. Past performance is not a reliable indicator of future results.

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Investment in companies

Support for unlisted companies and entrepreneurial projects, from the review of the file to the structuring of a participation.

Equity participation
Investment in SMEs
Support for entrepreneurial projects
Analysis of international opportunities

General conditions

Each file undergoes a prior analysis. Submitting a project or a financing request is not an acceptance and does not guarantee that funds will be obtained.

Main risks

Unlisted investments are illiquid and may result in the total loss of the capital invested. Timelines are long and outcomes uncertain.

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Investments in strategic sectors

Projects rooted in the real economy, studied sector by sector with their specific constraints.

Agriculture and agribusiness
Real estate
Infrastructure and construction
Transport and logistics
Industry and processing
Mining and raw materials

General conditions

Opportunities are published only once the information provided has been reviewed; each sheet states its validation status and the documents available.

Main risks

Construction delays, cost overruns, commodity prices, weather, regulation and country risk can all affect a project.

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