OUR INVESTMENT APPROACH

Successful investment decisions and the so called “Miracle of Compounded Interest” are based on eliminating emotions and following a rational and disciplined process.

A myriad of academic research shows that those who have been able to stay invested during market nervousness and reign their exposure during investor euphoria have historically achieved higher returns than those who have too much relied on the investor sentiment and emotions.

On the other hand, there are times when markets are overly optimistic and asset class valuations drift away from their fair values. Such periods tend to be followed by below-mean returns.

 

To overcome this challenge and to objectively analyse the vast amount of available financial data, we use a proven rule-based, quantitative model to lay the basis for our investment decisionmaking. Our models incorporate and analyse a vast number of economic data, from macroeconomic variables to investor sentiment and company-level factors. Compiling these indicators and their sub-signals give us a guiding signal as to whether we should increase, reduce or keep the current market exposure.

 

With its over 100 variables, the model can be applied to general market (risky assets) exposure but also micro-level objectives such as individual equity market sectors, single equities or country allocation. The result of this is performance over time – “The miracle of compound interest”.

Similar to their owners, each client portfolio is individual. We do not hide behind artificial client categories but take the time to truly understand our clients as individuals. We tailor the portfolio for each client, based on the forward-looking capital market expectations, as well as the client’s investment objectives and constraints. As a result, the client has a bespoke investment strategy that not only he or she feels comfortable with, throughout the business cycle, but which is always adjustable as the life situation changes. Whether you wish to be personally engaged in each investment decision or wish us to make the investment decisions for you, you can be certain that we will be there to support you and that the services you get are based on a thorough understanding of your and your family’s needs.

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.