Two strategies maximized profit with risk mitigation
Whether you prefer to play it safe or dare to take a chance, we offer a combination of 2 portfolios that are professionally balanced for maximum growth and risk mitigation. These strategies are combined in a way that matches your preferences.
Investment philosophy
We built our philosophy on two main pillars – the investment process & the stock selection process. To justify investment as rational, we evaluate companies on our own by using quantum, technical and fundamental analysis.
Investment process
Macro
We focus investment on areas of critical shortage for the global economy. We consider a positive contribution towards the decarbonization of society.
Micro
We target on producers with high profit margins. Our goal is to identify strong equity leverage to commodity price and production increase.
Technical
Technical factors consider graphical analysis, correlation with global indices, liquidity, and drawdown risk.
Stock selection process
> 10, 000 stocks
universe
~ 500 stocks
macro factors
~ 100 stocks
micro factors
~ 15 – 25 stocks
technical factors
