Our Strategy

Our investment strategy is centered on following trends in the market. Portfolios are designed as Core and Satellite portfolios. Inside the “Core” element of all portfolios is a mix of equity ETFs that span the globe from large companies to small and from developed markets to emerging markets.. The “Satellite” elements will cover areas such as bonds, currencies, and commodities. Our portfolios are dynamic and based on the current economic and political environment. Exchange-traded funds are utilized in all possible areas for their transparency, tax efficiency and inter-day liquidity.

Our proprietary investment management system is not designed to anticipate market movements. Rather, we take action when trends are actually unfolding. By identifying trends we ensure that we are invested in rising market trends and prepared to sit out during downtrends in the markets. Our trading system analyzes market breadth, and each holding or potential holding’s price relative to predetermined moving averages. In addition, once our technical indicators have revealed a potential investment we analyze fundamentals to attempt to gain an understanding of the factors behind the price movements.

We maintain strict trading discipline to remove emotional and speculative decision making. Additionally, by maintaining loss limits on all holdings we ensure that we are never taking too much in losses. Our trading system defines very clearly when to buy and when to sell.