Navigating investment excellence
Astra Worldwide provides a disciplined approach towards achieving our clients' financial goals by providing our Investments Team with the latest software and tools available. This enables them to deliver the investment performance expected by our clients based on their risk profile. The investment team handles clients' investments by researching markets, identifying opportunities, and making strategic decisions to grow assets. We aim to maximize returns while managing risk, continuously adjusting strategies based on market conditions and economic trends to meet clients' objectives.
Astra Worldwide provides a disciplined approach towards achieving our clients' financial goals by providing our Investments Team with the latest software and tools available. This enables them to deliver the investment performance expected by our clients based on their risk profile. The investment team handles clients' investments by researching markets, identifying opportunities, and making strategic decisions to grow assets. We aim to maximize returns while managing risk, continuously adjusting strategies based on market conditions and economic trends to meet clients' objectives.
Navigating investment excellence
Navigating investment excellence
Astra Worldwide provides a disciplined approach towards achieving our clients' financial goals by providing our Investments Team with the latest software and tools available. This enables them to deliver the investment performance expected by our clients based on their risk profile. The investment team handles clients' investments by researching markets, identifying opportunities, and making strategic decisions to grow assets. We aim to maximize returns while managing risk, continuously adjusting strategies based on market conditions and economic trends to meet clients' objectives.
Model Portfolio
Our model portfolio performed well since its implementation in January 2023.
Our model portfolios outperformed their benchmarks (FO Mixed Assets):
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Astra Growth Model Portfolio (A – 41.44%) vs. ‘Aggressive’ Benchmark (D – 19.74%)
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Astra Balanced Model Portfolio (B – 32.37%) vs. ‘Balanced’ Benchmark (E – 15.09%)
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Astra Cautious Model Portfolio (C – 20.44%) vs. ‘Cautious’ Benchmark (F – 10.08%)
CORE PHILOSOPHY: ACTIVE MANAGEMENT
Active management allows us to make strategic decisions to capitalize on market opportunities and manage risks. Unlike passive management, which simply tracks an index, active management involves continuous analysis and adjustment of a portfolio based on market trends, economic data, and company performance. This approach aims to outperform benchmarks and achieve specific investment goals, providing the potential for higher returns and better alignment with your risk tolerance and financial objectives.
Model Portfolio
Our model portfolio performed well since its implementation in January 2023.
Our model portfolios outperformed their benchmarks (FO Mixed Assets):
-
Astra Growth Model Portfolio (A – 41.44%) vs. ‘Aggressive’ Benchmark (D – 19.74%)
-
Astra Balanced Model Portfolio (B – 32.37%) vs. ‘Balanced’ Benchmark (E – 15.09%)
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Astra Cautious Model Portfolio (C – 20.44%) vs. ‘Cautious’ Benchmark (F – 10.08%)
John Carlo Bigno
Investment Analyst
John is an investment analyst at Astra with experience in various financial markets. He joined Astra Worldwide in 2022 as a student intern, where he honed his skills in portfolio management and security analysis under the guidance of our Investment Director, Don Valdez, MBA, Chartered MCSI.
With a supportive team and a dedication to learning, He was hired after graduation and now work to help clients achieve their financial goals. Along the way, he has gained invaluable experience by engaging with fund managers, traveling with his team, and guiding clients through their
investment journeys. These experiences have deepened his knowledge and commitment to client success, making him an asset in the industry. My responsibilities include investment analysis, model portfolio formulation, client reviews, trade execution, and other investment-related tasks. I’m committed to serving our clients long-term. I received my BSBA in Financial Management from the Polytechnic University of the Philippines with Magna Cum Laude honors.
In my free time, I enjoy reading books on natural science and investing, stargazing, playing online games, and collecting fountain pens.
Don Valdez
Investment Director
MBA, Chartered MCSI
Don graduated from the Ateneo Graduate School of Business in Manila. His association with the CISI (Chartered Institute for Securities & Investment) further validates his expertise in investment management. He is dedicated to professionalism and upholds the highest standards for knowledge, skills, and conduct in the international financial services sector.
Don's journey at Astra began in 2018 when he assumed responsibility for the Investment department. He is a seasoned trader who has worked in investment management and financial services for over a decade.
As an avid golf enthusiast and accomplished investment manager. Don brings a unique blend of passion and expertise to the world of finance. With a love for the strategic elements of golf, Don applies the same level of precision and foresight to managing investment portfolios. Over the years, he has built a reputation for delivering tailored financial solutions that align with clients' goals while navigating the complexities of the market. Whether on the green or in the office, Don's commitment to excellence and strategic thinking sets him apart as a trusted investment professional.
the investment team
This podcast is a must-listen for investors, financial professionals, and anyone keen on understanding the intricacies of Emerging Markets. Whether you are a seasoned investor looking to diversify your portfolio or someone exploring the world of finance, Kieron Kader's expertise provides valuable perspectives on navigating the complexities of emerging and frontier markets.
