Our aim is to service you, your family and your business through a holistic approach.


Our approach combines analytical models and fundamental analysis to generate top-quality returns while keeping the risks firmly under control.


Our experience with private investors has shown us that the desire to preserve the capital that has been accumulated overrides any other consideration.


As a consequence, our approach focuses on an asymmetric management (aiming to reduce the impact of bear markets while taking advantage of bull markets), which is underpinned by an active management of the risk budget.


Although the pillar of our philosophy is the fundamental analysis of financial instruments, we also take into consideration qualitative and behavioural factors, which may play an important role over the short and medium term.