Establishing and maintaining the appropriate asset allocation through a rigorous and disciplined investment and risk process is critical to a successful long term investment strategy which will maximize risk-adjusted performance.

We have the ability to manage a range of sophisticated investment strategies that will be developed to fit our client’s unique needs. Our core strength lies in combining efficiently proactive diversification, tactical allocation and risk management while not underestimating the positive effect of dynamic rebalancing in accordance with the client’s investment objectives.

Overall capital preservation will be emphasized in the construction and embedded risk of the portfolio. The primary tools to achieve this will be attention to the liquidity of the positions in the portfolio, the correlation of positions, the number of positions in the portfolio to ensure the proper diversification, net and gross exposure limits to curtail volatility and avoidance of strategies using significant leverage.

Risk assessment will remain the paramount factor throughout the portfolio construction and management process.

Each step will be monitored accordingly to make sure that the philosophy and framework of the investment process is followed. The portfolio will be subject to regular reports and analysis to ensure that it remains within the defined risk parameters set by the client. Tactical hedging will also be considered if deemed necessary and within the portfolio’s guidelines.