Our Approach at Mevus Capital

How we think about your wealth

Before we talk about specific investments, we look at your situation studiously, including what you own, what you owe, your income today, and the commitments you see ahead, such as education costs, a business sale, or succession within the family. We also talk about your experience with investing and how you tend to react when markets move sharply. From there, we agree on a set of priorities, whether that is preserving capital, growing wealth over time, generating income, or preparing to pass assets to the next generation. This big picture serves as the reference point for how we will build and adjust your portfolio, and for how we tie investment decisions to the planning questions that are most important to you.

Active investment in real businesses

For each business, we look at its competitors, its position in its sector, its financial strength, and the potential future challenges it faces. This attention to detail allows us to narrow down potential investments to only those in which we are very knowledgeable, rather than broad index-like exposure. We seek businesses that can create substantial value over time, while accepting that prices will inevitably fluctuate.

Building structured portfolios

A portfolio is more than a collection of good ideas, and at Mevus Capital, we build portfolios that have a clearly defined structure from the start. Before we invest, we think about things like:

• How much risk you are comfortable taking, and how much your portfolio could fall under challenging markets
• How long the money is likely to be invested and how much access you may need to it along the way
• Whether your investments are too concentrated in a few names or sensibly spread across different companies and sectors

Integrating investment and planning

We consider investment and planning not as two separate issues, but rather as two sides of the same coin. When we look at your situation, we consider how your assets are held and the rules and environment that apply to you. For many entrepreneurs and senior executives, that frequently means owning a significant shareholding in one company, receiving equity-based compensation, and the possibility of a major liquidity event at some point in the future.

By considering all these issues together, we can determine how much risk each part of your wealth can sensibly take, which assets should be more defensive, and which can be allocated to growth. As your life moves on and your circumstances change, we revisit this with you and make adjustments as and when deemed necessary.

When alternatives might be appropriate

Direct equities form the core of most portfolios at Mevus Capital, but in some cases, we may also use selected alternatives, such as private equity, real estate, or structured solutions that offer different risk and return profiles.

They usually involve specific risks, longer time horizons, and lower liquidity, so we consider them only when they serve a clear purpose and are appropriate to your situation.

Communication and ongoing reviews

We will be in regular contact, but it's up to you how often you would like to have a more formal review. In these reviews, we will discuss performance to date, highlight any important changes, and recheck your objectives and needs. Our goal is that you are always fully informed and confident with the strategy in place.