Our Investment Philosophy

THE NEW ACTIVE MANAGEMENT

Strategy allocation replaces asset allocation

What is the New Active Management?

Our New active Approach is an active investment management, free of the allocation constraints imposed by benchmarks and focused on investing by strategy, not by asset class

By selecting the best opportunities that emerge from time to time during market cycles and integrating the different expertise of our team, we use this approach to globally select individual opportunities to achieve the fund's return and risk objective.

Our portfolios are different to other asset managers,

because they are not built on asset allocation.

OUR PORTFOLIOS ARE BASED ON 5 PROPRIETARY INVESTMENT STRATEGIES:

Income sources

Designed to build a stable source of carry for the portfolio, through investment in cash flow generating assets (equities, credit, real estate).

Compounders

High quality companies that can grow and compound earnings over several years. Internal ownership, strong balance sheets, high and stable Return on Invested Capital.

Macro opportunities

Equity markets, rates, currencies, countries and sectors, with individual positions which reflect our view of the world through the economic cycle.

Special situations

Assets where catalysts and circumstances (M&A, distressed assets, etc.) are very company specific. Such assets provide bottom-up, uncorrelated investments.

Alternatives

Asset which are less correlated with the rest of the portfolio, and that work in periods of market disruption (gold, real assets, volatility and commodities).

SEE DESTINATION VALUE TOTAL RETURN FUND

A NEW INVESTMENT PROCESS

NOW it’s time for New Active investing, rethinking diversification in terms of time horizon and correlation to the direction of financial markets and applying a total return mentality to an investment strategy focused on achieving clear objectives, not market-index results.

Our Investment Philosophy

THE NEW ACTIVE MANAGEMENT

Strategy allocation replaces asset allocation

Our portfolios are different to other asset managers,

because they are not built on asset allocation.

OUR PORTFOLIOS ARE BASED ON 5 PROPRIETARY INVESTMENT STRATEGIES:

Income sources

Compounders

Macro opportunities

Special situations

Alternatives

A NEW INVESTMENT PROCESS

NOW it’s time for New Active investing, rethinking diversification in terms of time horizon and correlation to the direction of financial markets and applying a total return mentality to an investment strategy focused on achieving clear objectives, not market-index results.

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