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Investment philosophy

Market psychology and technical analysis have to be taken into account before making investment decisions.

Agnès Brulé

Asset Allocation is the main driver of performance of a portfolio

Christophe Brulé

• Asset Allocation is the main driver of performance of a portfolio

• Financial markets increase irregularly showing phases of steady growth and market crisis for various periods of time. One has to know to reduce, or even temporarily remove, investments in parts of its portfolio.

• A few number of fund managers can beat their benchmark on the long run ; passive management shall be part of an efficient portfolio building.

• Investment opportunities occur any where at any time and for any type of assets. It is then necessary to use the skills of the best managers specialized in « investment theme »

• Financial markets increase irregularly showing phases of steady growth and market crisis for various periods of time. One has to know to reduce, or even temporarily remove, investments in parts of its portfolio.

• Market psychology and technical analysis have to be taken into account before making investment decisions.

• Wealth generation is maximized when investment decisions are taken in contrast to the consensus.

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