Disciplined investment process

Our investment process combines long-term asset allocation with a macro view. We adjust on a tactical basis as market conditions change over time.

Due diligence

Our designated experts assess each investment applying quantitative and qualitative criteria in each instance.

Diversification and multi-management

We seek to diversify our clients’ assets across a range of asset types and geographies. The objective in our implementation is to achieve secure profile reflecting the directions we receive from the client.

Risk management

Our team is guided by a given client’s risk tolerance when creating a portfolio. This is implemented by introducing geographical and sectoral limits together with the appropriate portfolio overlay strategies. Performance targeting is not the key driver at this stage.