Our philosophy mainly supports our clients best interests and surrounds Products and Services delivered through our Direct Investments/Asset Management and Research and Advisory business lines respectively.
Univest Group acts on a foundation of four pillars: Management, capital should be primarily invested in people, thus management of the target product has to be superior and well seasoned in its field and well networked in its primary market; Superior Product, there needs to be a clear market for the product or clear need for the service of the target product; Strategic Added Value, Univest Group must be in a position to be able to leverage its global network of partnerships in order to add value to the target product; and Return of Capital, there has to be a clear road map to exit or yield from the opportunity.
We believe this philosophy provides a sound initial foundation to our extensive diligence and would help enable us to cater to our clients different and changing investment profiles.