Investment philosophy

Each portfolio is treated individually.

 

The client is a partner. We respect their integrity and values.

 

We recommend investment in Hedge Funds and Equity to achieve growth, in investment grade Bonds to maintain capital and in Structured Products to provide yield and enhanced return.

  • Broad universe of innovative and cost-efficient investment vehicles.
  • No home made products.
  • Excelling mutual and hedge funds.
  • Exchange Traded Funds (ETFs) on indices vs active Equity Funds.
  • Single securities with exceptional characteristics.
  • Dynamic allocation between cash and risky assets.
  • Reasonable trade-off between diversification and active opinion.
  • Listed securities on the main global exchanges.