- Investment Philosophy
- We believe inflation and monetary policies are the key factors that shape global financial markets,
- We always take into consideration the economic, social and technological trends,
- We always build and follow a global macro strategy,
- We believe that in the long term, unlevered real business (equities) will outperform other financial instruments,
- We concentrate our investments in order to build wealth and diversify only to preserve it,
- We believe in fundamental value investments over momentum,
- We stick to a strict discipline conducting and executing our investments,
- We always monitor and update our investment strategy but rarely change it.