How do you insure a proper execution of your offering?

Given that performance must be achieved in both turbulent as well as in “normal” market conditions, there is a strong argument for remaining steadfastly coherent throughout the investment cycle by analyzing, judging, deciding and finally, implementing. All investment ideas are carefully looked at from all possible angles and perspectives, from the basic investment strategy to how the strategy is applied to each individual client’s portfolio. We understand the forces of market momentum on a given investment yet ensure that our decisions remain anchored in rational fundamental and technical analysis. In the end, we subject our investment strategy and decisions to a full range of possible market scenarios to ensure  our investments remain appropriate, optimized and profitable.

What do you mean by manage all risks?

Our extensive experience in asset management shows us that repeated patterns create increased negligence on the part of the Investment Manager. Risks are always present in various forms. To fulfill our client’s mandate we want to make sure that we understand the dynamics of a product, the fundamentals of an equity investment, and the safety of a bond issuer. We also ensure that we have checked the quality of any counterparty and that the providers we are dealing with are reputable, sound and ethically behaved. We also insist on knowing all details of each and every vehicle that we accept to include in our portfolios.

We review weekly all our investments and are not afraid to take drastic decisions if the risks of any investment has moved above our tolerance for volatility.

How do you optimize performance?

We believe that structured products, hedge funds, exotic investments can be tempting at times. More conservatively, corporate bonds, high dividend shares, options writing can also be tools to improve performances. We use them in a very limited fashion and only at opportunistic times when risk/reward makes the investment compelling.

Why are clients interested in your model?

They tell us that they like the mix of high competence with good performances, social closeness and extreme flexibility. Our vast experience in various fields of the financial area coupled with the simplicity of our actions and the humility of our approach makes our offering an attractive one. We know that these are the basics of well functioning relationships.