Managed Assets
“Without credibility, there’s no trust. Without trust, relationships don’t survive.”
– Anonymous
Portfolio management and other tailored investment solutions are offered through SPA Financial Services Ltd (“SPAFS”), an independent boutique firm specializing in private investment services. For high-net-worth clients, accounts can be established with Swiss private bank Julius Baer, with whom SPAFS maintains a long-standing relationship. SPAFS is a licensed Alternative Investment Fund Manager, regulated by the Cyprus Securities and Exchange Commission (“CySEC”) under license number 53/56/2013.
Investment Research
“There is always something to do. You just need to look harder, be creative, and be a little flexible.“
– Irving Kahn, CFA (Investor and Philanthropist, 1905-2015)
Extensive experience providing investment research and ideas to hedge funds, having worked on full-time, part-time, and one-off mandates. While I welcome all opportunities, I prefer building longer-term relationships to deliver consistent value. For example, collaborated with Veraison Capital AG for over two years. This extended partnership led to significant benefits by fostering a deeper understanding and stronger working relationship.
Highly adaptable to specific mandates and can align my work with each fund’s unique investment style and approach. Whether you require detailed, in-depth analysis or concise, actionable writeups, I can tailor my research to meet your needs effectively.
“The stock market is filled with individuals who know the price of everything, but the value of nothing.”
– Philip Fisher (Investor, 1907-2004)
Standalone valuation services are also available, utilizing a range of methodologies including discounted cash flow (DCF) modeling and multiple-based valuation.
The analysis includes:
- Detailed Financial Projections: Forward-looking forecasts (5–10 years) for the income statement, balance sheet, and cash flow statement.
- Transparent Assumptions: Clear documentation of all inputs, including growth rates, discount rates, terminal value calculations, and granular details for revenue drivers, cost structures, capital expenditures, and working capital.
Sponsorship & Brand Partnership Opportunities
“Our success has really been based on partnerships from the very beginning.”
– Bill Gates (Businessman and Philanthropist)
We host two premier investor conferences: FatAlpha Value (Cyprus), celebrating its 10th anniversary, and FatAlpha Value (Asia). Renowned for its exceptional participants and content, the Cyprus event is widely recognized as one of the world’s leading investment gatherings. Complementing these conferences, our monthly podcast (No Fluff, Just Ideas) attracts a dedicated global audience of investment professionals.
For organizations seeking targeted exposure to this elite network, we offer exclusive sponsorship opportunities:
- Events: Limited to three global sponsors per conference.
- Podcast: Tailored partnerships available.
Interested in aligning your brand with these high-impact platforms? Let’s discuss how we can collaborate.
