OUR VISION

To be the preferred portfolio manager recognized for its performance, people and knowledge.

OUR MISSION

We are committed to delivering high-quality portfolio management services to the captive insurance industry. Our independence, industry focused strategies and customized solutions ensure our clients achieve the right balance of capital preservation and performance.

OUR VALUES

We provide quality customized asset management services to our clients

We adhere to operating practices of the highest professional and ethical standards

We foster teamwork with mutual trust, honesty and respect for each other

We recognize and reward the contributions of employees to the success of the company

We contribute to the social and economic well being of our community

WE FOCUS ON THE NEEDS OF
CAPTIVE REINSURANCE COMPANIES

We manage portfolios almost exclusively for captive insurance companies.  We're experts in fixed income management and asset allocation.  We manage risk and return.

WE OFFER PERSONALIZED SOLUTIONS

Every group or single parent captive is unique.  We will work with you to develop investment guidelines for a balanced portfolio that matches your particular requirements.

WE'RE INDEPENDENT

We are not a bank, broker or an insurance company.  We are accountable to you and only you.  We will work with any reputable custodian.  This independence allows us to demand the best executions and to minimize transaction costs.

WE'RE KNOWLEDGEABLE

We've been managing portfolios for captives since 1982.  We know the captive insurance business almost as well as we know the investment management business.

WE CONSTANTLY PERFORM

We offer the best balanced portfolio management product in the business.  Our basic belief is that active portfolio management can yield returns above a given benchmark in the long run.  Our long term returns have confirmed this belief.

WE PLACE EMPHASIS ON CONTROL

We outsource our back-office, valuation and reporting functions to a premium investment accounting and processing company.  Not only does this outsourcing provide an additional and independent layer of control, it means that we're free to concentrate on actively managing your portfolio.

WE WORK WITH A TOP GLOBAL EQUITY MANAGER

Our clients' equity allocations are managed by Orbis Investment Management Limited, one of the offshore world's leading global equity managers.  Their value-oriented, fundamental approach to stock selection fits in perfectly with our clients' investment objectives.  They measure risk by the potential to lose money rather than by how different they are from the average, a philosophy that we share at Performa.