More than purchasing securities: we invest in companies.
Our investment policy is simple and transparent: we favour direct investments in securities, shares or bonds.
We concentrate on our clients’ interests by focussing on research for capital preservation.
This is the reason why, for shares, we distinguish the “Core Holdings” investment recommendations, which we believe should constitute the basis for portfolios because of their capacities for growth and resilience over the economic cycles, and the “Satellite” securities, which do not meet these criteria, but which may outperform over the short-medium term.
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