Adaptive Investment Process

We believe capital preservation and capital growth are equally important investment objectives. Investors can achieve long-term outperformance by limiting the downside risk during severe market downturns. To achieve our objectives, we have developed a three-step multi input adaptive investment process, which allows us to adjust portfolio risk exposure according to market environment. The steps include:

  • Risk on/off switch through a composite indicator including economic, technical and risk indicators;
  • Asset class/sector selection through relative momentum;
  • Risk parity approach to portfolio construction.

By dynamically managing portfolios through this investment process, we strive to achieve consistent returns and outperformance by actively participating in the bull markets while limiting risk exposure in the bear markets.

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