We are a privately held company with several offices in different countries. We concentrate on discretionary mandates and investment advisory services, also on investment management of pool investment vehicles structured as open- and closed-ended private, professional and public funds and segregated portfolios for private clients, corporations and trusts. Our investment objective is to generate long-term capital appreciation through consistent and superior risk-adjusted absolute returns in all market environments. The trading strategy is in accordance with the company’s assessment of the capital market situation as well as the general prospects of the investment instruments. Our clients’ assets are invested worldwide according to the principle of distribution of risks.
Our investment service based on modern portfolio theory that makes it possible for anyone to access state-of-the-art portfolio management. Our separate portfolios are tailored to each individual’s unique risk characteristics and investment constraints. While dealing with portfolio management Raison AM employ the following strategies:
- • a disciplined bottom-up approach in selecting a portfolio of long and short securities using fundamental business and financial analysis;
- • a top-down approach supported by a thorough understanding of the macroeconomic environment;
- • employing multiple strategies including directional positions, long/short, tactical trading and event-driven situations; and
- • utilising select asset classes given the prevailing investment climate (equities, fixed income, derivatives and FX).