INVESTMENT PHILOSOPHY

Portfolio components

Whether portfolios are globally diversified or concentrated in specific asset classes such as equities or bonds, ALTRAFIN divides each portfolio into three structural components:

  • A stable, long-term anchor component targeting consistent, low-turnover cash flows.
  • A theme-based component, where tactical adjustments are made to capitalize on evolving market opportunities.
  • A risk management control segment dedicated to cash, liquidity, and tactical hedging.

Within the theme-based component, ALTRAFIN may allocate to emerging markets, small caps, special situations, including countercyclical positions, and sectors such as technology and biotechnology in equities. For fixed income, allocations may include high-yield bonds, emerging market bonds, or “Fallen Angels” corporate bonds.