We are very honoured to be ranked among the top 3 fund selectors by SharingAlpha as of September 1, 2022.
The rankings are based partly on how well the selectors’ assessed the future performance of the funds they chose against the returns of a comparable ETF.
We would like to congratulate our entire team for their work in achieving a triple alpha ranking, which reflects our commitment to identifying high-conviction funds across all asset classes
Along with asset allocation, fund selection is the other main driver of investment performance that makes the difference in meeting or exceeding performance targets. Our fund selection philosophy emphasises resilience and loss mitigation over time rather than one-off outperformance. We follow a top-down approach in the fund selection process, starting with the wider economy, analysing macroeconomic factors and targeting specific sectors based on their behaviour in different economic environments. We then select the asset classes and investment strategies with the best future prospects, combining expected macroeconomic scenarios and the targeted investment/return profile. Finally, through an in-depth fund analysis process, we select the best-in-class funds on a 1-month, 3-month, 1-year and 3-year basis.
We look forward to the challenge of maintaining and improving our position for the benefit of our investors.
To find out more about our bespoke fund selection service, please contact
us at: email@example.com
By Alfinas Team