in-depth
understanding of the world through research & ANALYSIS

 

We use a transparent and recurrent 6-step Sherpa investment process for our portfolio construction & management.

_All portfolios are reviewed & monitored monthly, fully transparent and rapidly adaptable to changing circumstances.

 

STEP 1
Macro view & risk assessment based on analysis of preferred regions & markets

STEP 2
Selection of investment themes, based on trends and outlooks by industry & sector

STEP 3
Cultivate broad access to the global investment universe through strict adherence to our Sherpa investment philosophy

STEP 4
Selection of most fitting investment themes based on qualitative & quantitative criteria

STEP 5
Monitoring investments by maintaining close & strong relationships to investment managers

STEP 6
All portfolios are reviewed & monitored monthly, fully transparent and rapidly adaptable to changing circumstances