Investment philosophy
We believe in creating long-term relationships with our investors. We strive for excellence in performance and transparency of our investments. We offer uncorrelated strategies and stable returns at a low to moderate level of risk. We work with our investors to understand their financial needs. We provide realistic solutions for achieving investment objectives.
Our investment philosophy is driven by:
| Focused investing |
| Investing with managers with a focused approach is vital to delivering consistent returns. Most managers are active in a niche strategy. |
Knowledge driven |
| In-depth understanding of the strategies employed by the respective managers structuring well-balanced portfolios and stable, positive returns and managing risks. |
Capital preservation |
| Achieving consistent, stable, uncorrelated returns with a foremost emphasis on preserving capital. Applying a rigorous due diligence and investment monitoring process. Selecting managers with proven records of delivering superior investment performance in good years as well as in challenging years. |
Manager independent |
| Selecting managers solely to meet our clients’ investment objectives. No financial involvement in the selected managers. |
| Long-term relationships |
| Enhancing performance consistency by striving for long lasting relationships with the selected managers. |
Tailor made solutions |
| Offering clients possibilities to structure their own investment portfolios. |
Investment selection
Our investment process covers several phases. During this process many potential investments will fail to meet our stringent requirements. Only investments that comply with the mandate of our funds and have unanimously been approved by the Investment Committee will end up on the approved list of investments.
Phases of the investment process
| Scanning & Selection |
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| Due diligence |
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| Finalization |
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| Ongoing monitoring |
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