OUR OPERATIONAL PURPOSE

To enable uncommon degrees of individual freedom by creating unequalled magnitudes of financial wealth through unparalleled investment performance.

OUR OPERATIONAL OBJECTIVE

To be a relentless initiator of prosperity, and an unfailing facilitator of individual liberty.

OUR NAME AND SOLE PURPOSE

Our name, Affluate, is pronounced ”Af-flew-wait”, and is a combination of the words “Affluent” and “Create”.

Affluent by definition, means to have an abundance of wealth. Additionally, affluent (of water) means to flow freely or in great quantity.

Create by definition, means to bring something into existence.

By combining these two words, specifically [Afflu…] from affluent and […ate] from create, we arrive at the name Affluate. Our unique name underscores our sole mandate: to create sovereign levels of prosperity for our clients, enabling them to lead authentic lives with unrestricted degrees of individual freedom.

We help our clients do more for their loved ones, the world, and themselves. Wealth lost can be rebuilt. Time lost cannot be reclaimed. It is the ultimate reason we take our mandate seriously — and why we say thank you by delivering unparalleled performance, without exception.

Our reason for existing is encompassed by our motto ‘Advancing Liberty Through Prosperity™’.

Our logo is the high-flying and powerful Martial Eagle. We chose the Martial Eagle specifically — an apex predator renowned for taking prey far exceeding its own size, possessing extraordinary long-range vision, and exercising solitary, unchallenged dominance over its territory. These are not general qualities. They are Affluate’s.

CREATED BY INVESTORS, FOR INVESTORS™

At Affluate, we deeply understand that investors wish to realise the maximum possible return on their investment in the shortest time possible, and this is exactly what we deliver. Our flagship investment funds are actively and meticulously managed to achieve this specific result while ensuring that the long-term investment objectives are not neglected.

Firstly, and most importantly, we maintain a clear focus on the long-term, both from an investment and business perspective. Where we identify high value, we are willing to endure short-term pain in pursuit of compelling long-term outcomes for our clients.

Secondly, when we identify worthy short- to medium-term opportunities, we do not hesitate to include these holdings in our client’s portfolios to further elevate and maximise their overall investment returns.

PRINCIPLES. PRECISION. PERFORMANCE.

When it comes to investing, trust is the most important aspect of it all. We work tirelessly each and every day to gain, build and maintain the trust of our clients by delivering unrivalled investment performance over and over again.

Affluate is a client-focused, privately owned, independent, and active fund manager. We are obsessed with maximising the financial prosperity of our clients, and we will always prioritise their needs above everything else. We focus on efficiently managing our investment funds such that we maintain an absolute advantage in fees and performance. We achieve efficiency by employing the most proficient financial professionals available. Striving for a competitive or comparative advantage is not within our business objectives; we always strive to be incomparable on all metrics.

Our robust investment culture of exceptional performance and unwavering business values set us apart, and high above the industry standard. We are firm on our principles and act with the highest level of integrity across all levels of decision-making.

ABSOLUTE EXECUTION

Our performance funds are always long-short, making them adaptable to any market situation. Adaptability enables our clients to realise positive investment returns under all market conditions. This is how we measure our absolute advantage.

We are a risk manager first, and a fund manager second. To grow money, you have to first keep it, and that means managing all perceivable risks. We primarily focus on efficiently and effectively managing the risks associated with our portfolios, rather than focusing on the potential returns. Our performance investment strategies are always aggressive, and based on extensive proprietary research and analysis.

Our investment team conducts research across all financial markets. This research provides the departure point for constructing portfolios with differing mandates and varying risk tolerances. Our heavily concentrated products reflect our best investment views, based on reliable, raw, and current data. Affluate’s portfolio analysis is always conducted with the utmost diligence, and coupled with an in-house zeal for excellence. We will never reach for returns at the expense of undue risk.

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