Dynamic Market Portfolios (DMP):
The concept behind our solutions.
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To mange risk you need to understand and manage exposure

Long Term Total Return:

  • Manage portfolio risk levels via systematic investment process

  • Capture positive trends in equity markets

  • Limit volatility and drawdowns via decisive risk reductions

Focus on the long term not the individual year:

  • Reduce or increase equities decisively when needed

  • Stay out of equities as long as needed (2008-09, 2015-16)

  • Allocate to high grade bonds during high market volatility

  • Allow gains to accumulate (2013 & 2016-17)

Systematic Investment: A combination of science and experience
SELECTIVE DATA

We use machine learning & algorithms to:

  • Analyse big data sets

  • Perform systematic and objective analysis

  • Analyse complex relationships

  • Identify patterns and repeatable cycles

  • Secure consistency and limit reaction time

Manage risk and assess market outlook

We use experience and expertise to:

  • Identify regime and paradigm shifts

  • Detect trends and structural changes

  • Analyse politics and policy changes

  • Recognize the important exceptions

  • Create new and innovative solutions 

Create concepts and portfolios

Our Investment Process
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MARKET SENTIMENT INDICATORS
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PORTFOLIO CONSTRUCTION AND POSITIONING
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POSITIVE
=
BALANCED
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DEFENSIVE
DYNAMIC MARKET PORTFOLIOS
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