Merit-based. Quantamental.
We are merit-based investors. We never invest in any asset simply because it is part of a benchmark. We manage risk actively using forward-looking total risk models and not relative risk metrics. Our approach to investing is quantamental, combining the best from man and machine.
Investor’s Challenge
Maximizing wealth is the goal of any genuine investor. This requires exploiting the power of positive compounding, mainly by avoiding severe drawdowns.
The upside from less downside.
The blue line represents the performance of the MSCI World index. It shows where a portfolio would end if it paricipated in 100% of the market’s gains, but also took full part in 100% of its losses. The torquise line represents a portfolio that participated in 75% of the MSCI World’s gains, but experienced only 60% of the MSCI World’s downside during market declines. Over time, investors would be closer to reaching their investment goals by reducing wild market swings.
Creating convexity.
We are using simple mathematics, the power of compounding, to generate long term excess returns. Rather than ‘betting against the benchmark’, we explicitly target an asymmetric capture of the market’s performance (convexity) to the market over the full cycle.
“The essence of investment management is the management of risk, not the management of returns”
— Benjamin Graham
Contact
Feel free to contact us with any questions.
Email
petter@harvestfond.no
Phone
+47 xxxx