STRATEGIC PROFILE: by 9522QzOE

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									STRATEGIC PROFILE:


VISION: Provide financial freedom to our Shareholders and Investors through highly
efficient and flexible investment structures


MISION: Become a profitable Private Equity fund with ample social impact and life
enhancing activities


PRINCIPLES:
      Integrity and honesty are at the heart of our business
       Investor’s interests and needs are our top priority
      Our dearest assets are people and reputation
      Responsibility and accountability are inherent in every decision
      Teamwork, teamwork, teamwork
      Quality and value of our services are our dearest landmarks
      Fair competition practices
      Impenetrable loyalty towards the firm
      Low profile image
      We foster an environment of creativity and imagination


CORPORATE OBJECTIVES:
Possess controlling interests in every investment
Portfolio diversification by being present in different regions / countries / industries
Invest in contrarian real estate markets with discounts of 20% or greater
Have stakes higher than 20% in privately held companies
Invest in publicly held companies via preferred shares of stock
Provide for hedging and re-assurance operations of 10% of total portfolio
Perform loans to arms length individuals with adequate coverage
Invest in MIS to allow for better information, control and supervision quality
Corporate governance: have all members accountable for company related activities
SPECIFIC OBJECTIVES:
$120,000 of yearly Free cash flow
15% Operating Margin
20% comp. ROE
25% comp. ROI
Manageable Portfolio growth (year-over-year) of 7,5%
Maintain Cost of Capital below 10%


ACTION PLAN:
Obtain controlling interests in every investment operation
Maintain portfolio weighted returns of 15%
       Obtain ROI of 25% real estate capital gains
       Obtain a yield of 15% on loan activities
       Achieve overall capital rates of 12% or higher
Achieve a 90% occupancy rate on rental operations
Realize capital gains in periods of 12 months or longer (Tax efficiency)
Be prudent in Asset / Liability management
       Raise capital at cheapest cost and longer term possible
Always have an executable exit strategy on hand

								
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