OVERVIEW
SRE Capital is a Singapore-based asset management company
that specialises in investing in public-listed real estate and
infrastructure related securities within the Asia Pacific region.
SRE Capital was incorporated in October 2014 and received its
Capital Market Services Licence from the Monetary Authority
of Singapore in March 2015. With more than 34 years of
experience in securities trading and fund management,
Mr Stephen Finch leads the team at SRE Capital. He is
supported by a team of professionals with experience in
real estate securities investing throughout the Asia Pacific.
Augmented by the expertise and network of SRE Capital’s
shareholders and Board of Directors, the team has access to
unique insights into the real estate investment landscape.
S
RE Capital launched its first fund, the SRE Asian Asset Income
Fund (“SAAIF”), in April 2015. SAAIF is a dividend paying income
fund that invests in a diversified portfolio of real estate-related
equities listed across Asia Pacific. The fund predominantly
invests in real estate investment trusts (“REITs”). SAAIF aims to
deliver higher income and lower volatility than can be achieved
by investing directly in REITs, and affords moderate capital
growth over the long-term that is consistent with the price
appreciation of core commercial real estate in Asia Pacific.
The team relies on macroeconomic analysis as well as in-depth
fundamental research when investing. The team’s research
capabilities and insights from strategic partners enable SRE
Capital to tap into high quality cash flows from a diversified
pool of core commercial real estate through publicly listed
securities in Singapore and around the Asia Pacific region. SRE
Capital’s unique strategy coupled with its hedging techniques
ensures higher levels of cash distribution, while lowering equity
market volatility versus investing directly in REITs.
INVESTMENT STRATEGY
In the year ahead, SRE Capital will continue to rely on its
capabilities and unique strategy to drive investment returns
while minimising volatility inherent in listed real estate securities.
Top Down Micro View
Macroeconomic Outlook
Capital Markets
Foreign Exchange
Liquidity
Bottom Up Stock Selection
Quantitive and Qualitative Screening
In-Depth Fundamental Research
Insights from Strategic Partners
Hedging
Techniques
SRE Capital’s
Investments
Listed
Real Estate
Portfolio
Unique
Strategy
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SRE CAPITAL INVESTMENT MODEL
SRE CAPITAL PTE. LTD.
(“SRE CAPITAL”)
25
ANNUAL REPORT 2015
