Investment Philosophy
Global Perspective
We take a global approach to investing across all asset classes with a global perspective. Our approach is to build on top-down, fundamental macro analysis, and then select either direct investments or third-party managers.
High conviction
By freeing ourselves from rigid benchmarks, we are able to invest according to our client-partners’ convictions and seek out the best returns on a risk-adjusted basis.
Diversification and risk management
Diversification and risk management are emphasized across our investment model. No investor is immune from randomness or error. With this in mind, we believe in the merits of diversification as a tool to reduce risk.
Investment Approach
Our mission is to bring together, within one core group of professionals, the very best tradition of wealth management combined with the most sophisticated strategies and techniques available to today’s asset managers.
Our objective is to generate absolute performance while emphasizing capital preservation through conviction-driven management and a diversified investment allocation approach.
Our independence gives us complete freedom in the choice of our partners and financial products, without conflict of interest or undue pressure.
Our fully open architecture approach enables us to select the best investment strategies and opportunities among all asset classes and investing styles and to diversify our clients’ portfolios among a broad range of asset classes and geographical areas.
Investment Process
Client’s Investment profile
An investment process always starts with identifying our client-partner’s objectives, time horizons, risk acceptance, investment culture and preferences.
This process leads to define an investment profile, which is reviewed and discussed with the client-partner on a regular basis.
We then determine the level of involvement they wish to have in investment decisions, ranging from discretionary portfolio management to advisory services to highly sophisticated, tailor-made portfolios.
Dynamic Portfolio Monitoring
For each portfolio proposal built for a client, a stress testing analysis is undertaken to identify the behavior of the portfolio in several market conditions, including extreme scenarios. This approach enables our team to develop adequate hedging strategies to minimize drawdowns.
For their portfolio allocation and tactical investment decisions, our clients benefit from the experience, the discipline and the sophistication of our asset management professionals, who implement the investment strategy on a day-to-day basis, exploit market opportunities, and make sure exposure to asset classes, geographies, products and level of risk match each client’s profile.