ABOUT US
We believe in the unrealised potential of emergent thinking and the power of transformative individuals.
We believe in the significance of localised knowledge and the exponential impact of collaboration.
We invest in the potential of next-generation technology and experience-driven insight.
Too often, small and mid-tier managers are hamstrung by limited access to the tools and insights readily available to their larger counterparts. The landscape of Data Analytics is rapidly advancing, with next-generation methodologies such as big data, geospatial intelligence, data pooling, GRAPH, and AI generating unique Investment insights.
Successfully translating data and conviction into enhanced investment returns demands more than just analytical prowess or technical expertise. It requires a deep understanding of the pivotal decision triggers within the investment process and the drivers that influence them.
We place great emphasis on the inherent value of granular, localized data, models, and tools. Our pragmatic approach involves identifying and integrating diverse datasets that offer investment analysis and insights at realistic prices. Through partnerships with cutting-edge technology and data providers, we prioritize the ongoing review, selection, synthesis, and visualization of these critical decision inputs.
While the efficacy of decision-making ultimately hinges on key performance indicators, there exists a plethora of data points, measures, and metrics that must be weighed and considered. Novel data architectures, technologies, and tools provide fresh perspectives on conventional questions and, when coupled with localized and pertinent data, have the potential to uncover inefficiencies within existing capital allocation models, significantly enhancing returns.
Purpose
Enabling sustainable growth through synergistic data synthesis
Mission
To level the playing field for small and mid-tier investors’ by providing cost effective, next-gen technology, analysis tools and data virtualisation.
To establish trusted, locally relevant investment analytics environments that enable:
- Improved scalability and affordable portfolio analysis solutions
- A granular view of localised, material decision factors
- A standardised language that complements customisable visualisation
- Innovative insights and visualisation that seek to expose pricing inefficiencies and inform capital allocation
With nearly three decades of experience in financial services spanning South Africa, the UK and the Middle East, Phil Barttram brings a wealth of expertise to the table. Alongside cherishing moments with his family outdoors, Phil’s passion lies in real-asset investment strategy and portfolio data virtualization.
Drawing from his tenure as an Executive Director at MSCI, Phil champions sustainable capitalism and offers consultancy services in ESG strategy development and its practical integration into the capital allocation processes.
A holder of an MBA from UCT’s Graduate School of Business, Phil serves as Deputy Chair of the Green Building Council South Africa (GBCSA), boasts a history as a Non-executive Director of the SA Council of Shopping Centres (SACSC), and contributes to the SA Reits Association Research Committee.
As the Founder of Philbar Consulting and a Director of Pooled Data Services (Pty) Ltd, Phil remains dedicated to delivering pragmatic and innovative solutions in the financial sector.