In our investment approach we utilize many 3rd party specialist funds and fund vehicles. We believe they provide good value and diversification as well as clear operational and performance advantages.

We utilize both regular mutual funds as well as ETF’s directly in our asset allocation. Derivatives like futures and options are used outright but primarily as tactical overlay strategies or hedges, seeking to adjust risk and harvest premia to stabilize the volatility of the portfolios.

We invest resources and time screening funds quantitatively as well as qualitatively. It is our belief that the fund and its managers must have a clear vision on how they run their fund, their business case so to say. We invest in funds with a clear vision and strategy, funds where the managers show they follow a strategy and believe to have an edge. This makes the strategical and tactical asset allocation more clean and thereby more transparent.