Investment Approach

We differentiate ourselves by offering clients a truly independent mind-set when it comes to managing their portfolios.

This independence combined with our accumulated market experience in both traditional and alternative investments allows us to offer our families a unique range of investment opportunities.

We have a deeply rooted qualitative approach based on a fundamental understanding of the investment opportunity set.

Each portfolio is different and will be tailored to the risk tolerance and needs of each of our families. We seek to diversify across strategies and markets. Our goal is to reduce risk without unduly reducing the expected return.

Strategy / Investment Capabilities

Long Only Global Unconstrained Equity Strategy
The investment strategy focuses on dynamically allocating to first-rate traditional and alternative Equity Long Only funds and ETFs; aiming to outperform, on a risk adjusted basis, the MSCI World equity market index over a full market’s cycle. The strategy is unconstrained and short term performances may differ from its reference indices.

Thematic Active Equity Strategy
Our thematic strategies are designed to provide an innovative source of diversified sustainable capital growth.

Long-Term Fundamental Equity Strategy
Portfolio of eminent world-class Third Party Alternative Asset Managers. The Fund invests across several credit and equity strategies with an emphasis on high conviction ideas that require a longer time frame. By its construction the strategy aims to outperform the MSCI World index over the medium and long term.

Multi-Asset Active Alpha Strategy
The strategy dynamically invests across a wide range of assets, strategies and regions with distinguished world-class Third Party Alternative Asset Managers, with an overall objective to produce, over the long term, investment performance comparable to the MSCI World Equity Index with a significant reduction in volatility.

Global Asset-Allocation Strategy
Well diversified, flexible multi-asset investment solution across traditional and non-traditional asset classes and sectors. The strategy aims to produce returns in excess of stocks and bonds while protecting on the downside.