Taking into account your risk profile and the current stage of the economic cycle,
we offer a diversified long-term portfolio of investment products acting as your trusted investment adisor.
Partnership with the world’s best issuers allows us to create transparent, cost-efficient offerings
with a flexible and customizable product design according to market conditions.
Conservative product for investing in short-term and long-term treasuries and corporate bonds to generate a fixed return.Learn More
Cross-sector equity product with quarterly rebalancing depending on the current stage of the economic cycle to generate above-market returns.Learn More
Focus on investment ideas with a short- and medium-term investment horizon according to various strategies: exponential growth, global macro, momentum.Learn More
Portfolio of companies in the tech sector with an idea for recovery: FinTech/InsurTech, SaaS, FoodTech, Metaverse, E-commerce.Learn More
(Re)development projects, rental real estate, large PE real estate funds.
The strategy implies a higher target return and will consist of publicly quoted technology company bonds and the purchase of private debt.
The product focuses on taking advantage of investment opportunities in the formation of the commodity supercycle amid high inflationary expectations.
Favorable order execution prices
Implementation of this strategy implies buying bonds through ETF, the structure of which changes at competitive rates without additional bank/broker markups for each order at rebalancing.
This strategy provides an opportunity to quickly change the portfolio composition according to the current situation on the bond market, macro environment and Fed policy.
Higher average historical return
The average historical return on this strategy exceeds inflation expectations and is 2-4% higher than in a classic bond investment.
Low-volatility diversified strategy
The investment certificate includes bonds of different types – from low-liquid government bonds to corporate bonds with an investment rating, which helps obtain a more balanced portfolio, taking into account the current situation in the market.
Improved average annualized return on the SP500
By selecting the most promising companies at each stage of the economic cycle, the average historical return of this strategy is 5-7% per annum above the SP500.
Adaptability to the macro environment
The strategy implies active monthly rebalancing of sectors within the index, which will be carried out considering the changes in macroeconomic data.
The volatility of this strategy can be up to 2 times less than the volatility of the SP500 index, which determines the lower riskiness of the strategy.
Additional filtering of companies
In order to ensure greater sustainability of the strategy, the stock selection process is unbiased and follows the chosen algorithm of actions according to the current phase of the economic cycle.
Flexible decision-making system
The strategy allows one to react quickly to the appearance of news that changes or contributes to the original thesis. Thereby exploiting the inefficiencies of over-regulated institutional investors, who have a large gap between decision-making and practical execution.
Using for the benefit of volatility
The strategy provides exposure to market-wide growth triggers at the moment of volatility spikes and the ability to open positions during an excessive market reaction in instruments where there is a fundamental understanding of the functioning of the business.
Mandate to open short positions
Opening short positions at a time when there are market correction triggers in the foreseeable future provides an opportunity to hedge the underlying positions or take exposure on bearish theses on various instruments.
The product includes traditional equity investments in publicly traded technology companies and private mature businesses at the pre-IPO stage, to which most market participants do not have access.
Through a fairly rare revaluation of private companies, it is possible to achieve a reduction in the volatility of the entire product.
Investments in public technology companies in the U.S.; and private companies in Europe: Germany, Austria, Switzerland, UK.
Narrow in-depth expertise
Long-term specialization in the technology sector, dozens of conference calls and analyzed quarterly reports allow us to identify beneficiaries of technology sector revaluation and separate sustainable businesses by fundamentals.
Securitize your investment ideas and strategies as innovative investment solutions and upgrade it into exchange-traded products.
AMC is a product that allows the structuring of a strategy for any asset class in the form of a transparent instrument.
Structured Note: a tool that allows an investor to gain exposure to different asset classes by choosing the type of performance he wants.
CLN is an instrument through which companies can raise debt capital.
Tracker Certificate is an instrument that allows private companies to sell a stake in their business to a wide range of interested investors.
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