Investment Philosophy

Combining a bottom-up fundamental approach with a global macro perspective for risk control supports portfolio construction and diversification in highly cyclical markets.

Micro

Equity PMs & Equity Research

Bottom-up Stock picking (Long portfolio)

Macro

Equity PMs & Macro Research

Macro aware Active net exposure and strategic hedging

Approach

Investment
process

Integrated process across all strategies.

Strategies

  • LO
  • LB
  • LS
  1. 01

    Time
    allocation

  2. 02

    Fundamental
    analysis

  3. 03

    Investment
    committees

  4. 04

    Portfolio
    construction

  5. 05

    Monitoring and
    rebalancing

Continuous cycle

After monitoring and rebalancing, the process returns to time allocation.

REPORTS