Investment principles

Our most valued principle: Our methodology

Our guiding principle is to identify the best possible structure for our clients’ portfolios, since structure is crucial to their long-term performance.

The link between structure and return has been proven in several major studies, and it is a relationship we can confirm from our experience over the last 30 years and more. Following this principle, it is vital to spread the invested funds across largely uncorrelated asset classes. By diversifying, we minimize the risk of fluctuation and raise a portfolio’s chances of success.

We select investment opportunities by applying a methodology that consists of a mix of qualitative analysis and quantitative selection. The investments are closely monitored and the portfolios regularly adjusted. This ongoing monitoring and review process is fundamental to the success of an investment.

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