Investment Process

Most of our competitors tend to over-diversify portfolios to reduce risk. Diversification is key to manage risk but its benefits tail-off after a dozen assets. Our proposition is to focus our research on assets we understand and that offer solid diversification opportunities. Our models allow us to rotate among asset classes based on statistical and quantitative evidence. Hence, we think that we can offer superior performance without taking more risk by having more exposure to assets which are most favoured in certain given market conditions. 

Our proposition is to offer proven professional support in selecting investment strategies that are relevant to each of our clients. We do this by devoting our time and efforts on two fronts. Firstly we study the individual investment objectives of each of our clients and help them develop realistic but ambitious expectations. We then work with them in formulating a strategy to identify the investment selections that are fit their needs well.