Investment Process

A successful journey is best achieved with the proper tools and a systematic mindset

A structured and systematic approach is the backbone to successful investing. Our advisory model applies a clear process, utilizing the power of digital tools without giving up on human intuition and experience.

Top-down research and strategic allocation

Bottom-up screening and selection of investment opportunities

Strategic Horizon

  • Quarterly big picture meetings

  • Advice from external experts

  • Strategic recommendations

  • Bottom-up parameters

Ongoing Monitor

  • Monthly Dashboards

  • Economic indicators, money flow etc.

  • Allocation adjustments

Implementation

  • Weekly investment meetings

  • Daily monitoring & reporting

  • Tactical allocation decisions

  • Portfolio construction

Our investment process incorporates both, a top-down as well as a bottom-up analysis. We live in a rapidly changing world. Taking the big picture into account is a fundamental differentiator of investment success over the coming years.

Excellence is not a skill, it’s an attitude.

- Ralph Marston