Advantages of the Strategy

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.

Flexibility

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.

Advantages of the Strategy

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.

Lower volatility

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.

Advantages of the Strategy

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.

Advantages of the Strategy

Balanced portfolio

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.

Reducing volatility

Through a fairly rare revaluation of private companies, it is possible to achieve a reduction in the volatility of the entire product.

Geographic diversification

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.