Equities
At the Core of a Long-Term Investment Strategy
Equities are vital to long-term return potential in any investment strategy – whether conservative or growth-oriented – and therefore belong in any broadly diversified investment structure.
Fundamental, corporate and geopolitical variables are causing markets to move ever faster, making flexibility and rapid responses essential.
Active management of the equity allocation is therefore a must-have for investors.
The FERI Approach – Active, Flexible and With a Top-Down Focus
Based on our macroeconomic research, we first assess the overall economic environment. From a capital market perspective, using both quantitative and qualitative methods, we regularly identify those regions, countries and sectors offering an attractive risk-return profile.
As asset managers, we always maintain the flexibility to nimbly respond and adjust allocations in the equity asset class in a wide range of market scenarios. To ensure targeted diversification, we primarily invest in ETFs and, in some cases, actively managed funds as well as individual stocks.
FERI designs and manages both systematic and fundamental equity strategies, which are implemented in our multi-award-winning investment funds.
Contact us to learn more about how we can shape your portfolio for the future together.
