Portfolio Planning


We have a very distinct way of investing and recommendation selection

Here at Sinoma International, we are independent. This means we are completely responsible for the selection of financial products and services you are offered and in no way or form has our collection been influenced by 3rd parties or corporate parents.

With this as a basis, Sonoma has been able to collate a collage of financial instruments and recommendations which match our selection criteria, philosophy and ethics and perfectly align with our clients’ financial objectives. Whilst continually reviewing and evaluating each opportunity, all the while conducting research into our next recommendation.

Our typical account will look to hold in excess of 20 equities with specific strategies and a similar amount of fixed income positions, however, each client’s objectives are different and depending on your risk tolerances, a discussion with your advisor will guide your strategy, however we believe that in portfolio planning, the ability to be focused on entry and exit points is paramount and once those parameters have been defined, peace of mind can be attained through seeing out the life of the investment cycle.

Sonoma International has the following instruments available for consideration when conducting portfolio planning:
  • Equities
  • ETF’s
  • Secondary Market Trades
  • IPO Offerings
  • Funds
  • Bonds
  • Commodities

We have a slightly different approach to investing

Here at Sonoma International, you work directly with the team making the investment decisions and recommendations. Since we aren’t beholden to a larger financial institution, we are free to focus strictly on your investment needs.

Our investment management philosophy is strongly rooted in fundamental analysis, coupled with a strict adherence to client investment policy statements. We are bottom-up investors and believe investing in companies with robust fundamentals, solid core businesses, dependable management teams and strong free cash flow.

A Tried and Proven Investment Management Philosophy

We manage risk by only purchasing companies trading at reasonable valuations and we do not chase fad or momentum names. Lastly, we do not believe in market timing as a viable strategy. Ultimately, we believe that the greatest rewards exist when improving fundamentals are not reflected in the current market valuation of a business.

An Evolving Approach

While our philosophy has remained unchanged for over 20 years, the process by which we execute that philosophy evolves. For example, technology now gives us access to data at our fingertips that historically might have taken days and possibly even weeks to analyse. Combining this data with our particular perspective on investing helps us to identify opportunities.

Ideal Investments

We identify ideal investments based on four key attributes. We want to invest in companies:

  • That have a unique competitive advantage.
  • Have high or improving normalized returns on capital.
  • Have the ability to generate significant free cash flow over a market cycle.
  • Where growth is funded internally.

Non-Ideal Investments

Conversely, we avoid companies that are difficult to understand, have highly leveraged balance sheets, are acquisition driven, or whose market share is declining.

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