"Take advantage of the cost effective safety of ETF products while still gaining the alpha generated through active management"

Our core-satellite strategy combines a “core” of diversified Index funds, with “satellite” individual positions in shares that seek outperformance - creating a balance between a strong foundation based on diversified asset allocation and opportunities for risk-controlled, enhanced performance.

Our core is made up out of the Top 40 index and divided into its main economic sectors. The weightings is adjusted quarterly to enhance returns and to produce alpha. Sector weights are determined through a factor model. Overweighting better performing sectors while underweighing the others. The core is highly correlated to the market and is the most important part of the portfolio and contains the highest weighting, representing up to 80% of the portfolio.

Our satellite investments – are more actively managed than the core. The main role is to produce alpha and provide diversification benefit.

Stock selected through a screening process based on price multiples, growth, earnings and dividends. Stock are screened and selected on a quarterly basis. The satellite contributes up to 20% of the portfolio.

 "Take advantage of the cost effective safety of ETF products while still gaining the alpha generated through active management"

Our core-satellite strategy combines a “core” of diversified Index funds, with “satellite” individual positions in shares that seek outperformance - creating a balance between a strong foundation based on diversified asset allocation and opportunities for risk-controlled, enhanced performance.

Our core is made up out of the Top 40 index and divided into its main economic sectors. The weightings is adjusted quarterly to enhance returns and to produce alpha. Sector weights are determined through a factor model. Overweighting better performing sectors while underweighing the others. The core is highly correlated to the market and is the most important part of the portfolio and contains the highest weighting, representing up to 80% of the portfolio.

Our satellite investments – are more actively managed than the core. The main role is to produce alpha and provide diversification benefit.

Stock selected through a screening process based on price multiples, growth, earnings and dividends. Stock are screened and selected on a quarterly basis. The satellite contributes up to 20% of the portfolio.