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Our customized approach in constructing bespoke clients’ portfolios provides for short-term opportunities while focusing on long-term goals.
Core Portfolio
• Constructed based on long term goals and risk appetite translated into a strategic asset allocation from which little deviation is expected
• Forms the foundation of a portfolio
• Portfolio management through tactical deviations
• Portfolio approach for risk control
• Designed to be passively managed
Satellite Investments
• Selection based on an objective to enhance the returns of the portfolio quantitatively and qualitatively
• Build upon the foundation of the core portfolio
• Opportunistic, thematic making the best out of market situations
• Based on technical analysis and short term trading strategy
• Designed to be actively managed
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