Managing portfolios of stocks and bonds
We assist investment managers in the field of traditional investments with a structured, multi-layered top-down approach put at work for determining portfolio structures at the asset class, industry, sub-industry and issuer level.
We evaluate the merits of investments both on an absolute and relative basis so that we select potential top performers out of pre-determined universes of suitable investments. The inclusion – exclusion criteria are based on a combination of analysis of market behavior, analysis of market fundamentals and analysis of relative strength based on our proprietary relative strength methodologies.
You can build your universe of investments from one or more of the following asset classes:
EQUITIES – Developed Markets
Americas
- United States
- Canada
Europe
Asia-Pacific
Middle East & Africa
EQUITIES – Frontier Markets
Global
- BRICS
Americas
Europe
Asia-Pacific
Middle East & Africa
EQUITIES – Emerging Markets
Americas
- Central America
- South America
- Caribbeans
Europe
Asia-Pacific
Middle East & Africa
FIXED INCOME – Treasuries
Americas
- United States
- Canada
Europe
Asia-Pacific
FIXED INCOME – Corporate Bonds
Americas
- United States
- Canada
FIXED INCOME – Specialty
Americas
- United States
COMMODITIES – Cash Commodities
Precious Metals
- Gold
- Silver, Platinum, Palladium
Industrial Metals
Energy
Softs & Fibers
Meats & Dairy
COMMODITIES – Commodity producer equities
Precious Metals Producers
- Gold producers
- Silver, Platinum, Palladium producers
Industrial Metals Producers
Energy Producers
Softs & Fibers Producers
Meats & Dairy Producers