Investment Excellence
Investment Approach
Four key investment principals guide our investment strategy:
- Diversification to reduce non-systematic investment risks. The primary goal is to reduce correlations
of assets’ returns. Optimization of portfolios is part of our investment
management discipline. - Hold income-generating investments- Income from dividends or interest allows to maximize gains.
- A determined investment horizon is essential to release the full potential of investments and reduce risks.
- With regards to equities, we focus on fundamentals, which implies in companies that can grow on a sustainable basis and outperform the market.
Research Methodology
Discipline. Q I Advisors approach to research focus to identity opportunities in the markets that will assist in achieving our objective to outperform average returns with below market risk for our clients. We continuously monitor the market and assets aligned to these parameters using a defined approach that incorporates quantitative and qualitative analysis.
Investment Policy Committee
Q I Advisors investment policy committee meets on a regular basis to discuss macro-economic trends, interest rates, corporate debts, asset class performance, sector analysis and individual securities.
We adjust our portfolios as necessary based on our research and discussions.