Management Matters

Sometimes we find a truly market changing technology but without the management team that can drive the business to success. On occasion we meet exceptional business talent in wait for the right company. Our job is to bring talent and opportunity together and build companies that can be category leaders.

Risk Management

Managing risk is crucial in our business. At Globis, the risk management process starts before we initiate an investment with our demanding due diligence process for manager and partner selection. Once selected, the projects are rigorously monitored with reviews of NAVs, risk and exposures. At the project level, Globis’s risk management process entails a systematic review of aggregated risk exposures and deviations from desired correlation, risk and return targets, and further ensures that there are no breaches of Globis’s investment guidelines. Our operational risk procedures minimize the risks associated with trade execution, FX transactions, NAV calculations and back office operations.

Structuring and Managing Project Portfolios

Structuring project portfolios starts with a thorough assessment of a client’s needs: understanding their long term return expectations, risk tolerance, transparency requirements, as well as regulatory and legal restrictions. A proprietary optimization process which can be described as quantitative at its core with a qualitative overlay then follows. This makes use of Globis’s return and risk expectations of the various investment strategies and incorporates other strategy risk factors such as valuation and liquidity risks.

Globis was one of the Project Finance firms to emphasize the importance of topdown strategy allocation and portfolio management processes in managing project portfolios. We intend to maintain our position as a thought leader and to be on the cutting edge of developments coming out of both the trading and academic worlds.

Investment process

In tailoring Project investment portfolios Globis incorporates a structured, research-driven, and knowledge-based investment process. Based on the specific needs of the client, Globis exercises a combination of top-down and bottom-up asset allocation methodology.