AXYS Investment Partners - Investment Philosophy

Investment Philosophy

INVESTMENT PROCESS

We believe that markets are inefficient and asset selection is the main driver of outperformance.

We believe that our “QUANTAMENTAL” approach, which is based on in-house strategic QUANTITATIVE model and supplemented by a tactical FUNDAMENTAL analysis, to pick best-in class investment options is the best way to build an optimal and well-balanced portfolio.

Our structured investment process is adaptive and efficiently reflects new market information that allows our investment team to react in a timely manner.

Investment and Portfolio Management Process
 

1. Research

  • Economic/Trend Analysis
  • Top/Down and Bottom/Up research
  • Investment selection
 

2. Portfolio Construction/Allocation

  • Investment opportunity set
  • Client Profiling
  • Model driven Strategic Asset Allocation (Quantitative)
  • Fundamental driven Tactical Asset Allocation
 

3. Execution

  • Best execution policy across our brokerage partners
 

4. Performance Analysis/Review

  • Overall portfolio performance analysis
  • Investment line analysis
  • Valuation and Reporting

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INVESTMENT SELECTION PROCESS

Funds are screened using multiple quantitative and qualitative tools.

We strategically select the best fund managers who either have a specialisation in specific geographies or who have targeted investment strategies. This enables us to offer multiple investment solutions to our clients who ultimately benefit from the best in-class performances over the long term.

Fund
Strategy

  • Asset Class
  • Geographical Exposure
  • Currency Exposure
  • Fund Characteristics

Fund
Performance

  • Historical Performance
  • Benchmark comparison
  • Peers Comparison
  • Risk vs Return Analysis

Fund
Management

  • Management Team Background
  • Track Record
  • Investment Philosophy