Our Philosophy and Process

Our investment process for all the asset classes we manage is based on a four-step approach.

First, a thorough analysis of fundamental factors based on an examination of demographic trends, business cycles and fiscal/monetary policies enables us to set up a proper backdrop for the remainder of our investment process. We then look at valuation factors that will ultimately define the trading opportunities associated with the different asset classes. A risk budget is then developed in order for us to assess the potential return of each portfolio versus the risk units of each position. Finally, our buy and sell discipline is established so that we can constantly monitor the changes that could occur with respect to, for instance, our investment thesis.

This process is vital since it provides a thorough approach throughout the various business cycles and contributes towards adding value to our clients’ portfolios.

This rigorous process is applied in accordance with an investment philosophy that prioritizes the process first, teamwork second and then the investment professional.