The financial markets are often subject to erratic moves or ephemeral tendencies. In order to invest successfully across the unavoidable cycles it is necessary to have a management style well defined and constant over time, in order not to be influenced by the latest trend and to avoid irrational decisions in volatile circumstances.
While every management style cyclically incurs in unfavourable circumstances of market, the coherence of the investment process leads to better long term results. A well defined method and investment process help the manager and the client to maintain the route in adverse market phases, avoiding to lose the direction towards the desired target.
Compass bases the investment decisions on three solid pillars: a deep fundamental analysis, the prudence of who invests his own assets alongside the clients’ and the experience of who has been seriously working in the financial markets for more than fifteen years, cumulating between the various partners important experiences in a number of segments.
We are dynamic managers, but we are not active traders: we think that an excessive turnover of the portfolios over time leads to inferior performances. Therefore, coherently with our management style, we maintain the investments in portfolio until the fundamental argument that led to the investment decision remain in place unless we find new opportunities that show a better combination of risk and potential return.
While every management style cyclically incurs in unfavourable circumstances of market, the coherence of the investment process leads to better long term results. A well defined method and investment process help the manager and the client to maintain the route in adverse market phases, avoiding to lose the direction towards the desired target.
Compass bases the investment decisions on three solid pillars: a deep fundamental analysis, the prudence of who invests his own assets alongside the clients’ and the experience of who has been seriously working in the financial markets for more than fifteen years, cumulating between the various partners important experiences in a number of segments.
We are dynamic managers, but we are not active traders: we think that an excessive turnover of the portfolios over time leads to inferior performances. Therefore, coherently with our management style, we maintain the investments in portfolio until the fundamental argument that led to the investment decision remain in place unless we find new opportunities that show a better combination of risk and potential return.
