Being performant means taking a pro-active approach in rising markets and adopt a cautious stance when volatility becomes excessive.
We are investors, not speculators. We select equities which match our “value” approach, but are also opportunistic in our investment decisions.
The investment strategy and the selection of our securities are subject to analysis by our investment committee. We succeed as a team, by sharing and comparing our ideas. Our research is also supported by a selected group of financial institutions.
Finally, with the use of our quantitative analysis tools, we determine the optimal portfolio for each clients’ profile.
“The profit-generating operations should not be based on optimism but on arithmetic.” The Intelligent Investor, Benjamin Graham.