01. SCENARIO CONSTRUCTION
The Research Team identifies global and local
opportunities, presenting
detailed macro
analysis with the investment
management team. Specific investment themes are selected and evaluated as trading positions
over various time horizons.
02. INVESTMENT THEMES
The Investment Management Team selects the best
ways to express investment
themes, defines
appropriate instruments, sets
price levels for positions, and discusses market developments daily for potential portfolio
adjustments.
03. PORTFOLIO CONSTRUCTION
AND RISK MANAGEMENT
The Trading Team executes trades using proprietary
models for position
sizing and portfolio
allocation. Positions are
monitored and adjusted based on investment thesis confirmation, scaling up if affirmed or
cutting promptly if not.
