We offer: Consulting and coaching of private and professional investors to build, improve and manage equity portfolios with crisis alpha. This is defensive alternative investment strategies that preserve the real value and growth potential of equity portfolios with reduced volatility particularly during financial crises, i.e., cost-effective tail risk mitigation, not costly hedging. Analysis, selection and allocation of alternative investments that do not to negatively correlate with equity markets and are expected to perform contrary to them, but with high profitability, in order to achieve true diversification and not merely dilution of risk and returns. Application of this advanced investment strategy in cooperation with NFS Hamburger Vermögen GmbH www.hhvm.eu for the development and distribution of our fund asset management strategy "Democratic Alpha". Our goal: Democratization of this advanced investment strategy of large pension and endowment funds for all investors, from € 25,000 minimum investment for private investors to HNWIs and professional asset managers. Investment objective and strategy: With our core investment strategy Democratic Alpha, we aim for returns in line with equities in the long term, at reduced inflation and tail risks. A science-based buy-and-hold approach with rule-based rebalancing serves for that. Our portfolio consists of globally diversified standard and real estate equity index ETFs as well as pure crisis alpha funds in equal parts. The alternative investment strategies of the crisis alpha funds offer profit opportunities during financial crises and high inflation. To this end, we select cost-effective trend following and defensive volatility strategy funds, which correlate highly with the respective benchmark indices.
We offer: Consulting and coaching of private and professional investors to build, improve and manage equity portfolios with crisis alpha. This is defensive alternative investment strategies that preserve the real value and growth potential of equity portfolios with reduced volatility particularly during financial crises, i.e., cost-effective tail risk mitigation, not costly hedging. Analysis, selection and allocation of alternative investments that do not to negatively correlate with equity markets and are expected to perform contrary to them, but with high profitability, in order to achieve true diversification and not merely dilution of risk and returns. Application of this advanced investment strategy in cooperation with NFS Hamburger Vermögen GmbH www.hhvm.eu for the development and distribution of our fund asset management strategy "Democratic Alpha". Our goal: Democratization of this advanced investment strategy of large pension and endowment funds for all investors, from € 25,000 minimum investment for private investors to HNWIs and professional asset managers. Investment objective and strategy: With our core investment strategy Democratic Alpha, we aim for returns in line with equities in the long term, at reduced inflation and tail risks. A science-based buy-and-hold approach with rule-based rebalancing serves for that. Our portfolio consists of globally diversified standard and real estate equity index ETFs as well as pure crisis alpha funds in equal parts. The alternative investment strategies of the crisis alpha funds offer profit opportunities during financial crises and high inflation. To this end, we select cost-effective trend following and defensive volatility strategy funds, which correlate highly with the respective benchmark indices.