Investment strategies

Performing investment strategies

The implementation of this investment approach is made through an efficient and well-diversified mutual fund following specific but complementary investment strategies and offering a privileged access to the best managers around the world at very competitive conditions.

In each client's portfolio there will be an optimal combination of these different investment strategies. The combination, which corresponds to a given risk/return profile, offers the appropriate diversification to achieve the investment objectives.

ALENA has developed a leading expertise in particular in three investment strategies (click on the colored squares to get more information):

Alternative defensive and yield

Diversified porfolio of funds pursuing yield oriented strategies (money market, fixed income, real estate, convertible bond funds, high dividend stocks, credit, etc.) and of alternative funds with low volatility. The portfolio can invest, as a complement, in a range of funds implementing strategies exposed to directional risk. The portfolio seeks to preserve capital and to protect against the erosion of inflation through the investment in a diversified portfolio of defensive investment strategies.

Alternative directional

Portfolio mainly composed of alternative funds having a directional bias ("long/short") and traditional long-only funds, without any limitations in terms of investment universe, sector or region. The portfolio is rather concentrated and invests in selected managers with a long track record and outstanding performances. The portfolio can be considered as an "equity substitute" with less volatility.

Equity world

Diversified portfolio of equity funds, mostly traditional, focusing on growth themes and investing in regions, sectors or strategies with higher return potential than the equity average. The portfolio offers the investor a well-diversified equity portfolio benefiting from the careful selection of specialised managers with a distinctive ability to deliver a performance greater than the return of a diversified investment in equities.

Through the selection of one of those strategies, ALENA's clients have a unique access to a number of managers, ranging from 30 to 50, among the best managers around the world, with variable weightings, and give, in either absolute or relative terms, significant and consistent returns. Thanks to its proven "track record", ALENA can put forward results ranking it among the best managers and as an outstanding specialist in multi-management, in each of the investment profiles offered.

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