Investment Approach
Strategy
Emphasizing capital protection
Positive returns under most market conditions
Protecting capital and guiding clients to safer strategies.
Capital protection is our main emphasis. Our solid experience provides us with the knowledge to assess the risk profiles of different investment strategies.
We orient our clients towards the best risk/reward strategies for their individual requirements. We manage risk through the “core/satellite” principle where portfolios are invested in traditional asset classes (equities, bonds, cash) in the largest markets.
Diversifying asset classes to reduce volatility.
To reduce volatility and risk alike, we may then add elements of different asset classes of a less traditional nature, including hedge funds, emerging market investments (equities and bonds), corporate bonds, or specialist funds (by country or sector).
Large flexibility in favour of positive returns.
We are not constrained by benchmarks. This flexibility enables us to constantly seek a better position for our clients’ portfolios in order to avoid loss and to attempt to achieve positive returns under most market conditions.
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