INVEST

/

OUR INVESTMENT APPROACH

Our Investment Approach

INVEST

/

OUR INVESTMENT APPROACH

Our Investment Approach

1

Analyzing

Assessing macroeconomic trends to identify the themes with the highest likelihood of producing industry winners.

1

Analyzing

Assessing macroeconomic trends to identify the themes with the highest likelihood of producing industry winners.

1

Analyzing

Assessing macroeconomic trends to identify the themes with the highest likelihood of producing industry winners.

2

Sourcing

Finding the opportunities in the partnership network coherent with the identified themes.

2

Sourcing

Finding the opportunities in the partnership network coherent with the identified themes.

2

Sourcing

Finding the opportunities in the partnership network coherent with the identified themes.

3

Managing

Implementing a dynamic asset allocation across investment types, geographies, and sectors for optimal portfolio construction and rebalancing.

3

Managing

Implementing a dynamic asset allocation across investment types, geographies, and sectors for optimal portfolio construction and rebalancing.

3

Managing

Implementing a dynamic asset allocation across investment types, geographies, and sectors for optimal portfolio construction and rebalancing.

3

Managing

Implementing a dynamic asset allocation across investment types, geographies, and sectors for optimal portfolio construction and rebalancing.