Investment Management

Sequoia has extensive knowledge and experience in the field of asset management. Our experience is divided into three categories, in which Sequoia has proven ‘hands on’ experience:

1. Proactive asset management of Sequoia related investment funds
2. Advising third party asset managers 
3. Advising investors on third party asset manager selection 

1. Proactive asset management of Sequoia related investment funds “CMI” and “SIF”

• CMI (Catalyst Microfinance Investors, http://catalyst-microfinance.com) is a cooperation of Sequoia and ASA International
  CMI supports financial institutions in under-developed markets. The fund manages over USD 125m in equity capital
• SIF (Sequoia Infrastructure Fund) is a private investment fund in formation operated by Sequoia. SIF invests in wider infrastructure and public private partnership projects

2. Advising third party asset managers

• Sequoia has worked with various asset managers, playing an active role in the analysis of possible investments for global hedge and investment funds as well as private equity firms
• Common assignments focus on value creating strategies at portfolio companies as well as on financial and political risks associated

3. Advising investors on third party asset manager selection

In 2009 Sequoia was approached by a Dutch governmental body to evaluate investment strategies as suggested by various asset management companies. Strategy compliance with stated preconditions, volatility ratios, ‘mark-to-market’ bookkeeping and political implications related to portfolio investments were crucial in the selection process.

Sequoia assessment of proposed strategies and related risk-return studies helped to clarify our clients’ options and best selection methodology. Experience in asset allocation, financial instruments, portfolio management and risk management, combined with our sense of political sensitivities, provided clear instruments for our client to select the most suitable investment strategies.