Preservation

 

We create innovative funds tailored to generate risk-adjusted performance by bringing together our expertise in the valuation of equities, in risk management, and in equity trading.

Alpha Generation

 

Decades-long research and experience are the driving force behind our alpha generation proposals.

Tier-1 delivery

 

Seasoned professionals with expertise gained in Tier-1 financial institutions supported by robust processes and excellent service providers.

Preservation

Preservation of capital doesn’t preclude growth

We create innovative funds tailored to generate risk-adjusted performance by bringing together our expertise in the valuation of equities, in risk management, and in equity trading.

 

The current economic and financial environment challenges every asset manager in his core mission to preserve and grow capital, as:

  • zero to negative interest rates and low prospects for growth and inflation worldwide are distorting valuations in all asset classes
  • low opportunity costs create the background for much more volatile markets
  • protection has become scarce
  • bonds as a source of stable returns is over

Fundamental analysis is essential in any strategy seeking to direct capital toward value creating assets but, today,  it is not enough. Navigating the new market dynamics which lie ahead of us will also require the skills to minimize risk.

Our funds invest in European and Global listed equities, with the aim of preserving and growing capital while controlling volatility.