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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.

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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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Joris Tolenaar
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Tolenaar
Kick Heeregrave
Kick
Heeregrave
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