About us
Our Business Principles
The value of active minds
We posit that in today’s complicated and tough world, the only way to consistently provide long-term outperformance for our clients is to foster an environment where all perspectives and ways of thinking are encouraged and valued. Having the capacity to be quick-thinking, enterprising, and adaptable to aid in problem-solving is a uniquely human trait. That’s why we encourage genuine differences of opinion, responsibility, teamwork, and openness to criticism and new ideas so that we can respond to changing events and conditions.
To make a difference in the world and provide for our clients, we rely on a blend of experience and innovation, as well as a dedication to continuous listening and learning across all of our activities. This benefit is what we term “the value of active minds.”
Our Pillars
The way we do business is based on a set of guiding principles that we strictly adhere to. With these guidelines in mind, our team members may better comprehend the actions that bring about desired results for our clients.
To make these values more concrete for the coming year, we’ve decided to center them on four “cultural pillars.”
We put clients first
Our company’s raison d’etre is based on our dedicated service to our customers and our promise to provide greater performance after fees.
We value our people
Our independence of mind and sense of personal responsibility are what sets us apart. We believe that our ability to think and act in unique ways is what will set us apart from other groups.
We succeed together
Working together as a group is the only way to achieve our organizational and personal objectives.
We challenge ourselves
We welcome new ideas, constructive criticism, and the pursuit of perpetual progress.
We take great pleasure in our client-first culture, which gives our experienced fund managers the leeway to follow their own investment philosophies.
Attracting and nurturing investment talent
We have a history of success in developing its own pool of in-house investment talent. Several of our current portfolio managers started out as analysts or in other non-investment roles within the firm. We are able to attract excellent investment professionals who share our dedication to high conviction asset management thanks to our well-deserved reputation as a home for free thought.
Building a pipeline of diverse talent
We have a history of success in developing its own pool of in-house investment talent. Several of our current portfolio managers started out as analysts or in other non-investment roles within the firm. We are able to attract excellent investment professionals who share our dedication to high conviction asset management thanks to our well-deserved reputation as a home for free thought.
Investing and looking after our people
Our hope is that our Talent and Learning programme will provide an environment in which our employees may grow and flourish. Change, well-being, and mental health are at the center of our openly accessible core training and leadership courses. Modular training on subjects like change management, mindfulness, and resilience has been added to our curriculum specifically for managers.
In 2024, we will have awarded all employees free shares, further aligning the interests of employees and shareholders to the advantage of the client.
Our Governing Principles
Every business and investment choice is governed by our unique set of guiding principles. They conform to Ben Graham’s value investing principles and demonstrate our dedication to and partnership with our clients.
We will…
- Treat your investment as if it were our own.
- Remain significant investors in the Funds advised by Southeastern.
- Long-term investing involves minimizing company, financial, purchasing power, regulatory, and market risks while maximizing returns.
- Make your share investment decisions based on how much of a discount you can get from the company’s intrinsic worth, how well managed it is, how well positioned it is in the market, and how much future profit they are expected to generate.
- Focus our assets in our best ideas.
- Not impose loads or 12b-1 charges on mutual fund shareholders.
- If your current customers would benefit from closing, you should think about closing to new investors.
- Put off day traders and other traders that speculate for a short time.
- Maintain our drive to better serve our customers and stockholders.
- Maintain open and honest communication with our investment partners.
Why Choose Us?
Value
A diversified, low-cost, and open-priced collection of investment options.
Innovation
We strive to provide any investable, rules-based market exposure, and we are at the forefront of index innovation.
Expertise
Plutodefi Partners is trusted to manage over $120B for investors all over the world.
Client Focus
Our primary goal is to assist investors of all sizes in establishing low-cost index portfolios.
Performance
Superior indexing can only be provided with accurate and consistent exposures.
Customization
We work closely with clients to create a portfolio that is tailored to their specific needs and preferences.