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.
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