McOttley Capital’s approach to creating wealth for clients in Ghana
Mustapha Mensah & Gloria Ofosu-Kusi
February 19, 2016: In the current situation of financial and investment uncertainties in Ghana, devoid of sophisticated and innovative investment solutions, certain individuals saw in this void an opportunity to create an Investment management haven. The company’s comprehensive financial analysis and tactical investment decisions would be the Midas’ touch of investments throughout the country and elsewhere. The result of their innovation and diligence was McOttley Capital Limited, the investment citadel of McOttley Group of Companies in Ghana.
Financial markets the world over are becoming more complex and specialised. While opportunities for investment continue to emerge, the risks to investors continue to increase. Therefore, successes in the financial markets require expert management and professional skills with thorough primary market research and innovative investment products.
McOttley Capital Limited is a limited liability company licensed and regulated by the Securities and Exchange Commission and the National Pensions Regulatory Authority (NPRA). The company was established in 2013 and has for the past two years churned out productive investment solutions for its valued retail and institutional clients. The company’s umbrella is McOttley Holdings Limited, and McOttley Capital is one of the triad of the company’s subsidiaries. The others are McOttley Money Lending Limited and McOttley Properties Limited.
What McOttley offers
McOttley Capital’s investment products have been the solution to many individual and corporate financial predicaments for the past two-and-a-half years. It has been well-noted for its expertise in Fund Management, Corporate Financing and Research and Due Diligence.
Fund Management products
McOttley Capital’s Fund Management product is one that offers clients the prerogative of having every penny of their investment prudently managed, no matter the size of the investment. Their Fund Management product uses thoroughly analysed research conducted by their able Research Unit and scours the investment environment for suitable investment opportunities that uniquely fit the intent of each client.
They do this with the purpose of fulfilling each investment objective outlined by their clients, be they institutional or retail clients, and whether for short-term or long-term investments. The Fund Management schemes include Fixed Premium Investment, a fixed deposit scheme that offers clients the surety of a secure fixed deposit investment at highly rewarding yet realistic rates; McFund and McFund Plus Investments, both collective investment schemes providing their clients secure rates that mimic the surety of the country’s treasury bill rates yet delivering much higher satisfaction in rates; and McOttley Unit Trust (McTrust), another collective investment scheme providing clients with the best of both asset classes, investing in both equities and fixed income securities and thus assuring the investor of both safety and higher returns.
Besides these schemes, McOttley Fund Management also provides Pension Fund management for its clients, utilising a strategic approach to help clients manage all aspects of their retirement plan. McOttley Capital’s Pension Fund Management offers the fund a chance to grow at a pace above inflation and make a healthy real return.
McOttley’s Fund Management Investment schemes are designed to revolve around their clients aiming for their utmost satisfaction whatever their investment objectives may be. Fuelled by discerning analysis and thorough research, their highly skilled portfolio managers and analysts effect informed decisions and strategies that significantly impact clients’ investments ensuring their utmost satisfaction.
In addition to these products, McOttley Capital also offers the option of corporate finance to its clients. McOttley Capital Corporate Finance aims to provide its clients with quality in the services it offers, whether they are corporate clients or individual clients with corporate concerns. This product has the target of solving any corporate finance difficulties with the client at heart.
With the support of thorough research, due diligence and analysis, their Corporate Finance team is able to use this highly validated research and information to guide corporations in their Mergers and Acquisitions. They use their skills of learned persuasion and credibility to support corporations garner funds for the development of their institutions, for strategic development planning as well as assisting firms with the financial assessment of their companies and corporate restructuring and turnaround.
Through their corporate finance initiatives, they serve as intermediaries to raise funds for both small and medium scale companies in Ghana and elsewhere for clients who require professional expertise in company restructuring and planning. They advise clients on their short, medium to long investment decisions.
Research and due diligence
At McOttley Capital, they consider the research and due diligence the company produces to be the lifeblood of what the company is today and is yet to become. Their Research and Due Diligence navigates the intricacies of the Ghanaian, African and other international financial markets. They conduct meticulous analysis of micro and macroeconomic indicators, at the same time tracing and making subtle yet crucial financial connections and forecasts that impact the financial industry. Thus enabling them to add new meaning to an adage they strongly believe; that knowledge is power.
The goal of McOttley research is to analyse factors affecting the capital and money market, micro-finance industry, micro and macroeconomics and publish value added and timely analysis using up-to-date statistical techniques. Their use of modern analytical statistical tools, and in-depth assessment of investment horizons, financial occurrences and atmospheres from a top-down and bottom-up approach and how these in turn affect the unique investment decisions, made on behalf of their clients is a major contributor to making McOttley Capital a luminous rising star in the investment arena.
McOttley Capital’s Research and Due Diligence has not only greatly added value to staff of McOttley and their clients but also to the general public as the credible research conducted is often published in the media.
McOttley Capital has become the fast-growing company it is today because of the dedication of the industrious team of investment professionals, who work tirelessly employing the core values of integrity, timeliness, professionalism, fostering relationships, going the extra mile and showing respect to all clients in all their investment transactions.