Core + satellites
Quality global core, with optional thematic satellites sized to clear limits.
We build equity allocations that balance quality, growth, and value—backed by risk controls and clear rebalancing rules.
Quality global core, with optional thematic satellites sized to clear limits.
Cap single-name and sector weights; trim and add based on conviction bands.
Drawdown triggers, stopmaps on high-beta names, and valuation discipline.
Quarterly review of theses, earnings quality, and factor drift.
Screen for quality, momentum, and valuation; deep-dive on business durability and management.
Stage entries, use limit orders, and avoid illiquid venues; respect liquidity and slippage bounds.
Monitor earnings revisions, margin trends, and macro shocks; rebalance to targets.
We'll map a portfolio that fits your risk budget, objectives, and time horizon.