Since 1996, we have been creating secure, well-balanced and diversified portfolios for private and institutional investors.
We are hard workers, systematic, emphasizing long-term capital preservation that focuses on returns, low volatility and a selection process based on strict macro and micro-economic analysis.
These principles may guide us, but they do not restrict us either – ongoing monitoring and risk management help us continue to create the best results for our clients in a dynamic world.
We transposed these principles into six mutual funds advised by our teams, with successful strategies and audited track records. These funds offer our clients the appropriate exposure to a wide range of investment opportunities and asset classes.
We take three main approaches to asset management:
We take a benchmark-unconstrained, long-only approach to investing with the aim of delivering consistent, absolute performance while maximizing risk-adjusted returns.
Our factor-based strategies focus on shared characteristics of securities and aim to deliver sustainable risk-adjusted returns. We strive to create resilient portfolios by equally balancing exposure to factors across cycles.
We also create more complex strategies, designed to help our clients benefit from diversification and changing market conditions in order to achieve long-term inflation protection.