Investment strategies and investment process
How advisory worksAllocate across equities, bonds, currencies and cash based on analysis of economic cycles, with market-neutral investments based on relative under- and overvaluation within asset classes.
Global diversification using leveraged strategies according to investor characteristics.
Identify opportunities in high-growth areas such as healthcare and around major events.
Focus on the key themes and leading stocks driving the current market.
Generate distribution cash flows through trading portfolios of different covered-call ETFs.
Design strategies around each client’s return objectives using ELS and equities, including ELS replication models.
Investment ideation → Scientific analysis and heuristics → Portfolio construction and execution
Identify investment ideas through external research, internal data analysis and market events.
Combine AI models with experts’ qualitative judgment to establish the initial strategy direction.
Develop the structure of a strategy through quantitative modelling and market interpretation.
Refine the strategy by considering risk factors and feasibility.
Test the response and validity of a strategy in real markets with a small amount of capital.
Assess performance, volatility and trading suitability in practice.
Refine validated strategies into a form suitable for asset allocation or fund management.
Structure and develop them according to investor preferences and investment objectives.
Implement the strategy and adjust asset weights flexibly as market conditions change.
Continuously monitor performance and manage risk exposure.
We provide views on portfolios, investment timing and risk management based on each client’s investment objectives and preferences.