Our Vision
We believe the asset management industry should improve and modernize itself.
Today's information technology allows to have one's wealth managed through specialized and independent companies. There are three main activities:
- Lient relationship and client's needs analysis
- Deposit bank and operations
- Portfolio and financial products management
The advantages of using specialized service providers are a better defense of the client's interests, a free choice for each service provider and each product, a better cost control and consequently, superior performances.
Our company specializes in the third activity, the financial products management. To do so, we use:
- An absolute return approach
- An investment process based on proven instruments
- Competitive management costs
- A transparent cost structure
Investment Methodology
Our investment methodology combines both equity market timing and equity volatility timing models. The models works with 3 principles, each based on proven historical evidence:
- Principle of risk
- Seasonality
- Principle of arbitrage
Each principle adds value on its own. The combination of the three together helps tremendously understanding and anticipating equity market fluctuations. We use these instruments as key investment tools in our decision making process.
Alpha generation comes from asset allocation and equity volatility arbitrage.