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Due to the market conditions (low interest rates and therefore a potentially high-risk environment for bonds in case of rising interest rates), we are looking for pearls that are not sensitive or less sensitive to fluctuations in interest rates.
This means that we currently have a preference for equity strategies or products derived from these strategies.
The pearls can be offered/advised individually or through externally managed profile portfolios, via an investment insurance policy.
L.T. Funds
A Swiss investment adviser with a tremendous track record in European equities since 1999.
A resolutely long-term investor operating on the basis of a fundamental analysis, a concentrated portfolio and a genuine buy-and-hold strategy (with just an 8% annual turnover rate).
Consistency and in-depth analysis provide the basis for excellent investment results: the basic fund outperforms its benchmark, the MSCI Europe Total Return, with the regularity of a Swiss watch, and the widely known DJ Eurostoxx 50 at just the same rate.
However, since 2013, they have also had a variant with less volatility for the investor with a slightly shorter investment horizon (or lower risk profile), which is doing very well.
L.T. Funds operates under the flag of Banque Degroof Petercam Instittuionnelle Lux, via the Ulysses SICAV.
Vector A.M.
A Flemish team under the Luxembourg flag with a convincing track record in quantitative management, focusing on international equities, since 2001.
Active management based on in-house developed valuation models has resulted in a well-spread portfolio across 80 worldwide equities.
In fourteen of the past fifteen years, it outperformed the competition with its flagship (Navigator), but since the end of 2010 it has also provided a more defensive variant with flexible hedging (Flexible) for the investor with a slightly shorter investment horizon (or lower risk profile).
It has recently received various awards (Morningstar, De Standaard and others).
Patronale Life
This Belgian life insurance company in Branch 21 is a real pearl.
With its special lending business model on the one hand, and its sound assets management on the other hand, Patronale Life has been able to offer one of the best guarantees in Branch 21 since 2010.
As a result, a Branch 21 such as that of Patronale Life offers attractive potential for very defensive investors, even in the current climate.
RAM Active Investments
A multiple award-winning Swiss asset manager, with a strong emphasis on risk-adjusted performance.
Their equity management is totally based upon a robust quantitative model and was very successful in recent years.
The model is perfect for all major regions (Europe, US, Emerging Markets and globally) and runs very diversified portfolio’s.
They run several long only equity funds (for more dynamic investors) but some market neutral long/short equity funds as well (for more neutral and balanced investors). At the moment we prefer their long/short approach, being able to surprise in difficult markets.
Although managing > 4.500.000.000 $ assets, RAM is still relatively unknown in Belgium and Luxembourg.
Accessible via Patronale Life or via Monarch Assurance.
Blackwall Capital Investment
The Trium Blackwall Europe Long/Short Fund is a defensive absolute return fund without any leverage, managed by Thomas Karlovits and his team.
Most members of the team were successful analysts/researchers at Keppler Cheuvreux.
Blackwall is constantly looking for very mispriced small and midcaps in Europe (slight bias for Germany).
The research is very value oriented (in the tradition of Warren Buffett) and based on common sense and contrarian thinking: perfect for nice returns in the long run and strong risk management on the short term.
This fund appears to be a great alternative for intelligent neutral investors who fear that bonds are not so safe anymore as they used to be.
Accessible via Patronale Life or via Monarch Assurance.