Investment Management
We provide investment solutions
We actively manage our portfolios with the goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. Our investment strategy is based on three key principles that drive our investment decisions regarding allocation, sector, and stock selection.
Our three core investment principles are Conviction, Fundamentals, and Convexity.
Give meaning to your investments
We are a independent, multi-specialist asset manager that delivers bespoke investment solutions and advisory services to entrepreneurs, high net worth individuals, financial intermediaries, and third-party distributors.
Thanks to our complementary strategies and approaches in all geographical areas and asset classes, we offer dedicated investment solutions that meet our clients' needs.
Our Direct management expertise covers a wide range of strategies, including equities, large, small, and mid-cap, thematic, fixed-income, and balanced funds. Our investment style is characterized by a long-term, high-conviction approach, which is reflected by our strong positions in certain securities, sectors, and thematic areas.
Direct Management
Our Open-Architecture Solutions gives us the freedom to recommend funds that meet each client's best interests, even if they aren't proprietary products. Our open-architecture asset allocation combines a top-down and bottom-up approach.
Open Architecture
