Research & articles on Investment Philosophy

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Investment Philosophy

With the following collection of articles we aim to share our thoughts on some more general investment topics and provide more insight into our approach to investing.

Investment Philosophy

Investing is not a beauty contest

The universe of investments is much richer for investors who do not limit themselves to perfect dots, lines and circles.

December 2023
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Investment Philosophy

Investing in commodities as an inflation hedge?

While a passive investment in commodities does offer protection against inflation, a more active approach seems more appropriate.

April 2022
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Investment Philosophy

Crisis alpha in the Covid-19 crisis

Evaluating the performance of CTA trend programs during the Covid-19 crisis.

July 2021
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