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We have brought together fundamental investing perspectives, differentiated data sources and artificial intelligence to build a range of unique investment strategies.
Our stock selection targets medium to long-term investment horizons and is complemented by a state-of-the-art, quantitative risk management process.
US Equity - Long Short
The Long Short strategy targets attractive returns via two sources: the spread between long and short equity positions and a circa 50% net long core exposure that seeks to outperform the S&P500.
US Equity - Leaders
The strategy investment objective is to seek long term capital appreciation by investing in circa 40 equity securities of established large-capitalization companies.
US Equity - Market Neutral
The Equity Market Neutral strategy seeks to generate positive returns without exposing investors to the risks of equity markets by buying stocks expected to perform well and selling short stocks expected to perform relatively poorly.
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US Equity - ESG Opportunities
A concentrated strategy of circa 30 companies with a focus on sustainability issues. Several ESG factors are taken into consideration when building the portfolio, excluding or limiting exposure to industries such as tobacco, alcohol, gambling, nuclear power and controversial weapons.
Pan-European Equity - Leaders
The strategy investment objective is to seek long term capital appreciation by investing in circa 40 european equity securities of established large-capitalization companies.
US Fixed Income
An intrinsic value-focused approach strategy and a disciplined risk control to build a diversified portfolio of investment-grade and high-yield fixed income securities denominated in US dollars.