You benefit from a risk-focused investment process aimed at harvesting investment opportunities across factors and asset classes.
Our investment philosophy is enhancing long-term performance by pursuing factor investment strategies, while managing risks and minimizing costs.
We believe that factors like value, momentum, quality, size and low volatility drive return premiums and help achieving superior investment results.
We invest in
- relatively cheap assets (value)
- assets that performed well recently (momentum)
- high quality stocks (quality)
- shares of small companies (size) and
- safer assets (low volatility)
We invest globally across all asset classes, including liquidity, bonds, equities, currencies and alternative investments.
We build and manage our portfolios based on fundamental macroeconomic analysis.
Our funds' due diligence process relies upon our proprietary as well as third party rigorous analysis of the investment process, risk management, team and product suitability for our clients.
You will benefit from:
- systematic, risk focused investment process tailored on your risk profile
- innovative, factor-based asset allocation process
- independent and rigorous due diligence of investment products
- cost-efficient implementation of the investment strategy
- continuous monitoring and review of your investments by highly qualified investment experts
- proprietary monthly reporting with portfolio's full breakdown and risk exposure
«MBaer GIO» is an cost-effective and risk focused implementation of the modern portfolio theorie.»
We are happy to explain you more.