Investment Philosophy

Our dynamic management approach continually seeks outperformance opportunities in the framework of our mandate with our clients.

We pick stocks based on strong convictions, independent of changes in benchmark indices.

Our investment philosophy is based on the following principles:

  • Identification of asset classes, geographic regions, business sectors and companies offering the best risk-reward coupling based on fundamental and statistical analyses,
  • Top- down approach (as opposed to bottom-up),
  • Fine-tuning the asset allocation using our analysis of the macroeconomic context,
  • Portfolio building based on effective diversification, correlation and optimisation analyses,
  • Risk management: taking into account volatility, exposure, liquidity, CDS and ratings.