PORTFOLIO MANAGEMENT
Portfolio Management
Our investment model rests on four fundamental principles :
• Long-term capital growth and preservation
• Sound risk management
• Selection of high-quality securities
• Optimization of your portfolio to meet your unique needs
Risk Management :
• Strategic asset allocation in line with your investor profile
• Tactical, timely and periodic portfolio re-balancing
• Sectoral and geographic diversification
• Selection of securities based on in-depth analyses
Our management, your portfolio
• We respect and apply your investment policy
• We invest according to a process pre-established with you
• We maximum returns while minimizing risks (Sharpe ratio)
• We use enhanced risk management and diversification techniques
• We have an excellent understanding of macroeconomic factors
• We analyze and monitor the current economic climate