Asset Management

 

Paul Kohler

"Performance should not be brought down to luck. With 1875 FINANCE, it is the result of a meticulous, replicable process called MAP (Market Allocation Process) in which our managers’ skills and experience provide our clients with a pledge of safety.”

 

 

 

 

Global Exposure Equities

 

 

Investing implies allocating the capital entrusted to us with the aim of achieving our clients’ investment objectives. In order to identify these objectives, we pay particular attentionwhen listening to, analysing and understanding their expectations.

1875 FINANCE’s investment philosophy rests on five major principles:

- steady recurring returns above our defined benchmark

- management which corresponds to our client’s investment profile or commitment, while keeping a stable level of risk over time

- reduced risk of losses during bear markets in order to ensure better capital preservation

- quality, transparency, liquidity and sustainability when allocating assets, whether in direct investments or in investment funds

 - a lasting relationship with clients based on trust and communication 

Considering that 80% of a diversified portfolio’s performance comes from market risk exposure, 1875 FINANCE’s investment management process focuses mainly on tactical allocation.