• Naše investiční strategie staví na dlouholetých zkušenostech a prokazatelných výsledcích ve špičkových světových firmách
• Pro zvýšení objektivního rozhodování používáme při řízení investičních portfolií vlastní prediktivní matematický model
• Prostřednictvím naší sítě kontaktů zajišťujeme přístup ke špičkovým produktům i v alternativních třídách aktiv

Konkrétní příklad:

Our multi-asset class portfolio invests in bonds, equities, gold, real estate and money market instruments both in the Czech asset markets and globally. The portfolio aims for long-term capital growth (in CZK terms) by quarterly asset allocation between classes and reinvesting income. By diversifying amongst these asset classes with the aid of our own algorithm-driven model, the portfolio looks to mitigate capital losses during market down-phases whilst remaining exposed to price appreciation in more optimistic periods. We independently analyse the portfolio’s statistical risk of loss characteristics to track the benefit to the client of this diversification. Reinvesting any income resulting from bond coupons or stock dividends is a long-proven discipline of compounding returns over the long term.

The base model for the asset allocation utilizes EnCor proprietary statistical model based on a set of leading economic indicators to define quarterly portfolio re-positioning. It is thus an algorithm-driven approach.

Individual investments are directed to best-in-class, low-cost investment products in each asset category. These products may be Exchange Traded Funds, index products, individual bonds or, less frequently, funds offering the most effective replication of asset class building blocks. Our multi-asset strategy allows for the periodic holding of cash in Czech Koruna („CZK“) up to a limit of 20%.

Our portfolio may have a minimum effective exposure of 40% to CZK-denominated assets and is designed to see the world in CZK terms. The modeled maximum exposure to assets denominated in CZK is 80%.

The schematic historical track record of our proprietary statistical model from the end of 1998 to the present is illustrated. The returns shown exclude the effect of any income from dividends. To note is that the shown record is a model portfolio only and was not a live fund or product. In common with all investments, past price performance is not a guarantee of future performance.