Our Investment Process

A methodical process is key to successful investing.

A structured and systematic approach is the backbone of 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
Strategic Horizon
  • 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
      Bottom-up screening and selection of investment opportunities
      Top-down research and strategic allocation
      Strategic Horizon
      • Strategic Horizon
      • Quarterly big picture meetings
      • Advice from external experts
      • Strategic recommendations
      • Bottom-up parameters
      Bottom-up screening and selection of investment opportunities
      Top-down research and strategic allocation
      Ongoing Monitor
      • Monthly Dashboards
      • Economic indicators, money flow etc.
      • Allocation adjustments
      Bottom-up screening and selection of investment opportunities
      Top-down research and strategic allocation
      Implementation
      • Weekly investment meetings
      • Daily monitoring & reporting
      • Tactical allocation decisions
      • Portfolio construction
          Bottom-up screening and selection of investment opportunities

          Our investment process incorporates both, a top-down as well as a bottom-up analysis. We live in a rapidly changing and somewhat chaotic 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