Our Investment Philosophy
We have developed our unique investment approach based upon long term experience in US and European equity markets.
Three key principles underline the way we manage our investors' money:
1. Equity markets follow a pattern of long term cycles. For the next 5-10 years we expect markets to be volatile with high peaks but also lows that alternate leading essentially to a more or less sideways result.
2. To create positive performance in this kind of environment we need to combine the right choice of sectors and stocks in our equity investments with the flexibility to reduce market exposure in negative markets. The latter we achieve through the sale of index futures.
3. All our positions are highly liquid allowing a high level of freedom for our investors to invest and divest when they like.
We systematically apply our investment views to all funds and mandates leading to portfolios that:
- Are built on our strong convictions
- Do not aim to track the equity index
- Are partly protected during down-markets
- Aim to provide positive returns over time
- And have a proven track record
Please see the individual funds and mandates for the application of our views in practice.
Exposure to market risk varies in function of fund managers anticipations. There is a risk that the fund is, during certain periods, exposed to bear markets and hedged in bull markets. As a consequence, the value of your investment may drop in bear markets and increase lesser than the market in bull markets. The investment objective should be considered over the recommended investment period. Please check the prospectus of the fund before investing. Our investments funds are not capital guaranteed.Please check the prospectus of a fund before investing.