Altex Flexibility

"Maximizes adaptability to market cycle"

Investment Philosophy

Altex Flexibility combines a medium weight in equity (40-60%) which is hedged dynamically with short positions in market indexes. In bullish periods the coverage will be low, between 0% and 40% of the portfolio in equity, and in bearish periods the coverage will be high, betwwen 60% and 100%. During lateral periods a medium coverage will be maintained, between 40% and 60%. The rest of the portfolio will combine strategies that favor uncorrelation and volatility control.

The portfolio seeks a performance objective of Eonia + 4% for an horizon from 3 to 5 years.

PERFORMANCE

INVESTMENT VEHICLE

This portfolio is offered as discretionary management and investment advisory.

Altex Stability

  • Performance
    Eonia+ 200 basis points
  • Volatility
    3-6%
  • Portfolio Composition
    Multiactive  (stocks, bonds, forex, derivatives, funds, ETFs)
  • Investment style
    Global, Multistrategy, Stable. Prevail hedged strategies and volatility control.
  • Sensibility to market
    Moderate. Maximizes stability.
  • Risk profile
    Moderate

Altex Flexibility

  • Performance
    Eonia+ 400 basis points
  • Volatility
    5-10%
  • Portfolio Composition
    Multiactive (stocks, bonds, forex, derivatives, funds, ETFs)
  • Investment style
    Global, Multistrategy, Flexible. The exposure to equity unhedged varies from 0 to 60%.
  • Sensibility to market
    Variable. Maximizes adaptation to economic cycle.
  • Risk profile
    Tolerant

Altex Growth

  • Performance
    Eonia+ 600 basis points
  • Volatility
    8-14%
  • Portfolio Composition
    Multiactive  (stocks, bonds, forex, derivatives, funds, ETFs)
  • Investment style
    Global, Multistrategy, Growth. Holds a high percentage in equity unhedged (60%-100%).
  • Sensibility to market
    High. Maximizes long term growth.
  • Perfil de riesgo
    Very Tolerant
  • Performance
    Eonia+ 200 basis points
  • Volatility
    3-6%
  • Portfolio Composition
    Multiactive  (stocks, bonds, forex, derivatives, funds, ETFs)
  • Investment style
    Global, Multistrategy, Stable. Prevail hedged strategies and volatility control.
  • Sensibility to market
    Moderate. Maximizes stability.
  • Risk profile
    Moderate
  • Performance
    Eonia+ 400 basis points
  • Volatility
    5-10%
  • Portfolio Composition
    Multiactive (stocks, bonds, forex, derivatives, funds, ETFs)
  • Investment style
    Global, Multistrategy, Flexible. The exposure to equity unhedged varies from 0 to 60%.
  • Sensibility to market
    Variable. Maximizes adaptation to economic cycle.
  • Risk profile
    Tolerant
  • Performance
    Eonia+ 600 basis points
  • Volatility
    8-14%
  • Portfolio Composition
    Multiactive  (stocks, bonds, forex, derivatives, funds, ETFs)
  • Investment style
    Global, Multistrategy, Growth. Holds a high percentage in equity unhedged (60%-100%).
  • Sensibility to market
    High. Maximizes long term growth.
  • Perfil de riesgo
    Very Tolerant
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