Approach
Westward Holdings’ principal investment philosophy is founded on the traditional practice of acquiring and holding equity in excellent firms in order to build and preserve enduring wealth. The efficiency of this approach can best be measured from how our clients' portfolios perform. Minor problems stem from the fact that worth and growth stocks have alternated traditionally with regards to revenues with no sound determinant or fail-safe warning when one class makes way for the other. Westward Holdings adheres to the practice of eluding the enticement to second-guess the market and to spend too much time to seek the most attractive new investment product or class. We regard the market as being right even when all things point to the contrary. Due Diligence Prior to making recommendations to our clients, we normally undertake our due diligence on the contents of potential portfolios. Westward Holdings do not merely suggest a certain stock or corporate bond without an initial evaluation of the security in the most in-depth manner. Westward Holdings’ analysts are well-experienced professionals honed in the area of getting information that matters in the investment process. They employ technical investigation which allows them to recommend the most opportune time to purchase a stock by considering its place and role in the long-term. Technical Analysis In its simplest sense, technical analysis seeks for order, rhythm and trends in the price behavior of a security and completely overlooks the fundamentals. It presumes that the security’s price is always founded on the market’s sensitivity to every information relevant to it, whether it the yearly outcomes, earnings, profit margins, or even merger reports. Trends can be determined in stocks or financial markets, although it also works in other sectors, such as real estate, or the supply and demand of services. Looking at their history, one can appreciate that many technical approaches have produced many very lucrative results. Hindsight always has 20-20 vision, as they say. One can clearly see a pattern/design, except that it can happen only once in every 100 patterns. Hence, if 100 varying patterns within a daily chart span across a decade, you end up selecting one every 10 years. Fundamental Analysis Our professional analysts likewise apply fundamental evaluation. News about fundamentals drives markets; yet, our concern is focused on the long-term effects and, therefore, we look at vital details such as a company’s sales, its earnings, its debts, and others on. In essence, this describes the forensic nature of the procedure which requires us to investigate the internal dynamics of the company and to evaluate management and the way it operates. We derive a general view of the particular sector and strive to obtain a clear perspective of its current status and of the concerned firm’s future within that sector. Anecdotes Usually, we have to retrace our steps and make a fundamental and technical evaluation, as well as observe the market from an elementary point of view. The danger to over-analyze can become counter-productive and may result in missing the whole picture. For Westward Holdings professional analysts, anecdotes provide effective markers of how markets influence the combined consciousness of an economy. Unfortunately in most cases, once you read it in the news or hear it from somebody who is clueless, the game is over. Westwards Holdings define an anecdote is a narrative or happening that relates to the market in a quite irrational manner. Why so? This is because markets never follow a predictable or simple path and the fluctuations appear to be more psychological than anything else; that is why we hear of bears and bulls. Ongoing Services Asset allocation has such a vital role to play in a client’s whole assets management plan that, aside from our regular reviews, we conduct periodic reconciliation of a client’s strategy with their risk tolerance profile. As such, we effectively verify our client’s status twice over, based on our comprehensive expertise and their risk capacity. Rebalancing your Portfolio Westward Holdings provides rebalancing of your plan to maintain its consistency with your uniqueness as a person. While we completely appreciate the personal inclination of a client to sustain a profitable status, usually this method can result in unattractive portfolio upshots. We have developed the discipline to look beyond this temptation which allows us to unload the asset type that has done profitably in order to re-invest the gains into a portion of the portfolio which has not shown any promising movement. In essence, this is a buy-low, sell-high method which, naturally, is the objective of all investors. This method is referred to as rebalancing and it can prove to be a catalyst for your portfolio and general strategy to attain the goals initially laid at the beginning. Your engagement in and comprehension of Westward Holdings’ rebalancing method is of crucial value to us. It serves to support our dedication to serve you for your financial security, hoping that in the end, you progress on with more knowledge and greater confidence. Westward Holdings’ principal investment philosophy is founded on the traditional practice of acquiring and holding equity in excellent firms in order to build and preserve enduring wealth.
The efficiency of this approach can best be measured from how our clients' portfolios perform. Minor problems stem from the fact that worth and growth stocks have alternated traditionally with regards to revenues with no sound determinant or fail-safe warning when one class makes way for the other. Westward Holdings adheres to the practice of eluding the enticement to second-guess the market and to spend too much time to seek the most attractive new investment product or class. Westward Holdings regard the market as being right even when all things point to the contrary. To be honest, even the most astute investors, such as Westward Holdings, cannot positively foresee the movements and caprices of the stock market. Our track record has proven that long-term investment is the most effective way to weather the shifts that characterize short-term investments. Your personalized, diversified portfolio of fixed-income, equities and other quality investment products allows you to take advantage of the market's historical inclination to overcome inflation and aid you maintain your liquidity over a long period. Our philosophy also covers the following: · Regular rebalancing of the whole portfolio to assure no digression from the risk evaluation. · Handling the portfolio with regard to its tax situation. · Fine-tuning the financial strategy to mirror varying conditions or objectives. Westward Holdings ascertain clients that every portfolio is designed with allocation and diversification of assets securely in mind. To attain this, we resolve the contents of the portfolio with the client and their risk tolerance level. Equities play a major feature whereas long-term treasuries and investment-class corporate bonds may also be augmented where it is allowed. At Westward Holdings, we take our role as caretakers of your financial security quite earnestly. Westward Holdings always keep in mind that we are handing your money and fulfill the responsibility with utmost diligence. Hence, we undertake the task and related solutions as if we were the investors ourselves.
Our ability to put our shoes in the clients’ shoes when it comes to handling their money allows us to seriously seek the highest possible benefits for them and the best kind of assistance we can deliver to them. The integration of the components of an investment plan is similar to a jigsaw puzzle. With a wider perspective of the entire picture and taking all due diligence, one can complete the whole picture as the pieces practically play themselves gradually into completing the picture. Major benefits of working with Westward Holdings are: · Westward Holdings is an independent firm delivering financial assistance and has access to all the financial players in the market. · We have broad exposure in both global and domestic markets and are wholly in-step with the prevailing stipulations with regard to all product types and the localities in which they operate. · We consider our clients’ well-being as our primary concern. · We strive to establish enduring connections with our customers. How Westward Holdings Helps You Decide Just like life itself, investment involves crises and opportunities, risks and rewards. Westward Holdings appreciates every person's desire for personalized investment schemes. Our expert advisor will meticulously evaluate your requirements and "risk tolerance" and make pertinent recommendations. Your short, medium and long-term objectives will come in as vital considerations in the handling of your investment portfolio. Westward Holdings holistic strategy to developing your personal financial plan.
A complete financial planning involves, first of all, assessment of every area of your specific personal financial situation and the necessary creation of a strategy to attain your projected goals. With Westward Holdings’ application of comprehensive and professional methods, you can consolidate your financial objectives with your highest goals in life and substantially increase the opportunity to attain them. Our well-rounded strategy normally considers the following financial aspects: investment evaluation, cash-flow investigation, tax position, risk measurement, retirement planning, educational-cost planning and legacy preparation. Upon the collection of all your information and once our advisors acquired a full appreciation of your status, you will obtain a better degree of control and understanding of your finances, assets and investments. This fresh confidence to develop a sound foundation will allow you to make calculated moves and well-researched investment decisions. Westward Holdings utilizes a Six-Step Method: 1. Introduction The client-adviser relationship is defined (Including our mutual expectations). 2. Discovery Relevant client information is gathered. 3. Clarity An objective evaluation of your financial condition and your goals is undertaken. 4. Ideas We collaborate on the creation and deriving of solutions and/or options. 5. Implementation We apply the solutions into the investment process. 6. Review & Update Manage and update solutions if necessary (Westward Holdings meticulously checks the fine points of your financial circumstances). Admittedly, a company can hope to attract investors through a public offering of its equity on the Stock Exchange. Going public through IPO on the Stock Exchange establishes potential growth in the future for a company through additional funding and also propels development of the business in dynamic ways. The primary consideration in any IPO is the magnitude of investment that will be achieved. A vital aspect in the failure or success of an IPO is the ability of the market to welcome a new business to the existing pool of investment options. Prospective investors need to be made aware of the newcomer’s business and their competitiveness. Moreover, it is crucial for a company to have a working relationship with potential stockholders when it offers an IPO. Westward Holdings, on its part, readily plans and undertakes a comprehensive and meticulous information promotion during this early stage of the IPO. Westward Holdings are in a position to support our clients by underwriting a tranche of shares or engaging some reliable associate companies. Westward Holdings consider it as our duty to assure that the IPO is sufficiently subscribed at the price targeted. Westward Holdings Business Consultancy offers a selection of fit-for-purpose strategies to answer the business needs of clients involved in the creation or delivery of intricate projects or endeavors.
Usually, these enterprise requirements have an inclination to arise from the financial needs and corresponding risks which directly affect our clients’ objectives in the present dynamic macro-economic world. As investors in their companies, our clients look for professional, sector-friendly counsel to support their financial plans, whether they aim to enhance revenues or reduce risks. Whether our clients operate private or public concerns, eventually they aim for vitalized company operations to increase worth and to improve their profitability in the international market. Westward Holdings BC experts offer clients vital results-oriented assistance and counsel necessary for the whole investment process. From the very start of the business conceptualization, we employ business strategies and financial expertise to support entrepreneurs, investors and developers to uncover potential profit-centers and assess other alternative and prospective schemes. Westward Holdings advisors offer financial, business and technical solutions to our clients in their role as sponsor, investor or promoter. This dedicated relationship aids our clients reduce risk and obtain financial advantages that increase business worth. For business operations support, Westward Holdings works to enhance performance through alternative company management plans. Funding of venture capital provides a major push for the potential growth of your business.
Nevertheless, although it may provide a viable source of financing for your company, it may not be always appropriate in all cases. But should a company genuinely require sound capital funds; this option can offer a major catalyst toward growth. This type of capital funding requires a level-headed evaluation of the capability of your company to accomplish closely the investors’ objectives in providing the capital. In short, the major goal of venture capital investors is to gain substantial revenue from their involvement in your firm. Meaning to say, they commonly impose strict standards and require that you fulfill this prior to the loan release. From our involvements in the past, the conditions of most venture capital lenders often focus on the following considerations: · Does your company manufacture or market a novel, special product or service that can appeal to a wide social sector? · Can your newly-capitalized venture actively compete with the top firms in your market niche? · Will it be an easy task to attract your market target and patronize your unique service or product? · Can your product or service realize gross margins over 50%? · Does your product or service require an intensive customer assistant? · Do you and/or your management staff have comprehensive knowledge and appreciation of the new product or service? Do you, as a group, have past successes in business operations? · Does your business have the potential of realistically attaining positive gross yearly profits within a period of 3 years as financed by a venture capital investor? If you can answer affirmatively and confidently to the final question, your need for venture capital will most likely convince the prospective investors. Your investors will surely desire to obtain significant return on investment while the possibility of a loss will be undesirable to them. In case of uncertainty as far as achieving this goal, it would be wise to look for alternative ventures, such as in small business funding. Westward Holdings’ Business Funding Department is staffed by widely-experienced professionals who have long and intensive exposure in dealing with corporate finance during their years of business consultancy involvement.
We offer companies with help in fine-tuning future financial requirements, business strategies and also impart management counseling to assist corporate capital sourcing. We can provide realistic and relevant assistance to practically all kinds of corporate finance plan, whether it requires: · Corporate Expansion · Corporate Acquisitions · Management Buy-Out/In · Business Sales · Organizational Restructuring Westward Holdings has observed the principle of focusing our services to benefit a particular corporate clientele and, as a result, most of our customers manage interests with productive results. This covers the small family-owned enterprises up to sub-companies of huge multinational corporations. Funding arranged can therefore vary significantly for a small to medium refinance of a management buyout or an acquisition. Westward Holdings has an extensive network of lenders which allows us the use of a vast source of innovative and dynamic plans that we employ into majority of our industry deals. Our experience has proven that, more often than not, firms either encounter mismatched lenders or the loan package acquired does not provide enough leeway to address their needs. Hence, we strive to seek to refinance the current facility with the collaboration of the client and the lender. Based on the requirements of the client firm and, naturally, with the agreement of the current lender, we will seek to refinance all of the remaining debts. Once a company experiences a drastic fall, we collaborate with insolvency experts or receivers in order to seek capital source which satisfies any provisions of an ongoing contract. Usually, clients depend on Westward Holdings to undertake the determination and preparation of initial steps toward potential business acquisition prospects. In such cases, we conduct the necessary moves to finance such an acquisition. Westward Holdings also assists in Management Buy Outs, leading in a proactive advisory process in favor of the potential management group over the entire transaction period. Our part within such procedures is essential and crucial. By doing strict due diligence in planning, and providing appropriate knowhow, Westward Holdings conducts liaison work with vendor, legal representatives, funder(s) and other related entities for the MBO team, assuring a proper resolution of all issues from the start to the signing of the contract agreement. At Westward Holdings, our mission is to continually go beyond our clients’ expectations by improving their life by offering them excellent financial services. Our singular commitment to all our clients, whether an individual or a company, is provide them with honest, reliable and professional service backed up by many years of experience.
Westward Holdings stay alert and focused on building fresh opportunities and methods of aiding our clients. Constantly, we project the future needs of our clients by assuming their situation as our very own. Hence, through empathetic planning we produce realistic approaches and attain significant results. Westward Holdings offer our corporate clients the excellent professional investment advice derived from many high-profile transactions creative and pioneering ventures, aiding to fine-tune operations, enhance profitability and to plan out acquisitions or mergers to move their companies to a higher phase of development. Are you an individual seeking to secure your financial future? Or are you a small or medium-sized company with large capital needs? Our service will address the challenges within the circumstances that serve as the arena within which we will improve your opportunities for personal or corporate growth. Compared to other companies who try to please everyone, we limit our clientele and operate only within the boundaries of our capabilities. Westward Holdings have established and maintained a network of relevant associate professionals beyond our company scope to further augment the service we provide for our clients. |