Amphora Investment Management
Amphora Investment Management is a fully licensed discretionary investment management firm, affiliated with Amphora Life, financial services company in Barbados
We invest on behalf of holding companies, trusts, insurance plans, institutions, charitable foundations, and high net worth private clients
A seasoned management team with careers spanning leading Canadian and global institutions (banks, family offices, law firms) in investments, wealth / estate planning, and taxation.
Access to investments in Equities, Fixed Income, ETFs, FX, Options and Commodities contracts traded across most global exchanges (US, Europe, Asia, etc).
Use leading North American and European institutions for custody and safekeeping.
Why Amphora Investment Management?
Value added results from active management at a competitive price
Our investment philosophy aims to provide consistent income and long-term capital growth for our clients’ portfolios while optimizing its exposure to risk and volatility.
We do not outsource any of our investment decisions
We offer both high growth and more conservative investment strategies, as determined by client’s risk tolerance.
We seek additional portfolio protection and returns from selling covered options and diversifying into uncorrelated asset classes.
Experienced investment team, investing its own capital alongside core strategies. Strong global network and advisory council.
Competitive fees with no layering for public market investments.
Working Together: What to Expect
Every client is different and so are their investment goals and objectives. We develop a complete understanding of your goals, risk tolerance, and constraints, and ensure that the investment strategy remains aligned to your circumstances as they evolve.
Understanding individual investment goals and objectives
We invest on behalf of holding companies, trusts, insurance plans, institutions, charitable foundations, and high net worth private clients
Implementing strategy
Once your objectives have been determined, we can decide on the appropriate asset allocation of securities (equities and fixed income) and develop your Investment Policy Statement (IPS).The IPS serves as a guideline for all decisions regarding your Portfolio.
Ongoing portfolio maintenance, protection and reporting
We consistently monitor, review, and rebalance your portfolio, as both your needs and market conditions change. We issue investment reports on a quarterly basis.
Investment Philosophy
Our investment style favors growth at a reasonable price (GARP)
We seek investment opportunities with the following attributes:
- Predictable Earnings
- Cash Flow Growth
- Stable Income Stream
We balance established industries with emerging growth trends:
- Technology — automation, security
- Metals — green efficient energy, inflation hedge
Equity Selection Process — Want Strong and Improving Fundamentals
Global Equity Universe : 1000’s of Companies
- Management
- Balance sheet
- Operational prospects
- Revenues, Earnings
- Earnings Growth Rate
Watchlist : 150 - 200 Companies
- Industry-Established and Growing
- Cash Flow
- Market Cap
- Accelerating growth
- Turnaround
- Funds flow
Core : 25 - 30 Global Leaders & 25 - 30 High Growth
- Near-term catalysts
- Valuation
- Technical analysis
- Levels of premium from covered call options
Investment Offerings
Amphora Investment Management Income Portfolio (Fixed Income)
Amphora Investment Management Global Leaders Portfolio (Equities, Covered Options)
Amphora Investment Management High Growth Portfolio (Equities)
Alternative Investments (Commodity Linked, Private Equity)
Balance diversification across industries and geographies to manage risk and concentration to maximize performance/returns
25–30 stocks in Global Leaders Portfolio
25–30 stocks in High Growth Portfolio
Regularly review andrebalance holdings andcash levels
Offer both Fixed Incomeand Equity portfolios tooptimize asset allocationfor each client objectives
Asset Allocation Mixes
Investment Performance as of August 31, 2025
| 1M | Q1/25 | Q2/25 | YTD | Since inception |
|
|---|---|---|---|---|---|
| AIM Equity Portfolio | 2.71% | 2.37% | 12.83% | 18.73% | 15.31% |
| AIM gold | 5.00% | 19.00% | 5.79% | 31.40% | 27.55% |
| S&P500 | 2.03% | -4.27% | 10.90% | 10.79% | 14.69% |
| MSCI | 2.64% | -1.68% | 11.63% | 14.12% | 15.49% |
Amphora Investment Management
Amphora House
Warleigh, St Peter
BB26020 Barbados