Each client is different. Our investment process positions the portfolio in the best possible way within the projected market environment, but before determining the direction we should take, it is essential to analyze the client’s objectives:
Do they want a portfolio focused on generating income, or one focused on growth?
From this point onward, a team of experts from various specialized committees will design the strategy.
Absolute return management
This is moderate volatility management, focused on the preservation of capital and the search for positive profitability in any market conditions. The strategy used to manage this portfolio favours flexibility when adapting the investment mix that our analysts deem necessary according to their own market view.
