We make active investments in stocks. We use swing trading and day trading to minimize the risk. We invest in all the shares ourselves and are part of the fund, making us a natural first choice for professional and semi-professional investors.
Our ambition is to create a safe return in all periods. The main principle of the fund’s strategy is to give you the highest possible return to the lowest risk. Therefore, the portfolio’s composition is in uncorrelated global equities to achieve a higher Sharpe Ratio. To beat the market return annually, we actively adjust several times in the same stock. The fund’s investment strategy is a combination of these investors. Raymond Thomas Dalio, Benjamin Graham, Jim Simons, and Warren Buffet.
The strategy has been used for eight years. Now others can get the same return as us passively.
We combine fundamental and technical analysis: We use our investment network with different views and individual information and ideas. Our focus is on a few companies that perform better than the market. Our strategy combines the five insurance-based investment factors: quality, low volatility, value, momentum, and size.
We trade on the fluctuations. To minimize the risk, we sell the worst-performing stocks quickly. The strategy is to hold on to the winning stocks, which beat the market. The portfolio itself is composed of uncorrelated shares.
The unique thing about this investment fund is that we can use short selling in the short and long term, as there will be periods when the companies are overpriced. However, we usually only use it for the daytrade after a downgrade or a bad financial accounting, which did not match the market expectations.
Suited for investors who want to diversify their existing portfolio with strategies that offer low correlation to a number of asset classes held in most portfolios or as a hedge against rapid change.
Suited for investors that have a moderate-to-high risk profile and intend to stay invested for the medium-to-long term. Our fund suggests an investment horizon of a full market cycle or 5-7 years.