INVESTMENT PHILOSOPHY
Our portfolio investment philosophy aims for a long term capital appreciation through systematic strategies. By using systematic rules and market data we take emotion out of investing. The key aspects of such investment approach are described below:
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Rules based approach - the strategy is backtested over a period of 20 years using historical data and using the same rules in any market conditions. The strategy is running live since December 2018
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Trend following through diversified and uncorrelated assets - we have identified 10 asset classes which display low correlation between one another and allocate the portfolio weights based on the strength of the trend of each asset
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Dividend re-investment and managing the costs - by reinvesting the dividends and keeping the costs low (by investing in ETFs) we can achieve a compounding growth effect
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Active risk management through Financial Stress Indicators (FSI) - when conditions for business to borrow money and complete financial transactions worsen the index will increase leading to portfolio risk being reduced
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The above building blocks and strategies of the portfolio are described in detail in the Research section
ABOUT ME
Viktoras Vatinas - a professional portfolio manager with more than 10 years of experience in the financial industry. Have worked across the wide array of financial sectors from private banking to insurance, from public to private markets. Passionate about educating people about personal investments, creating and managing investment strategies.
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In my free time I like to read, go skiing and kitesurfing. My recent discovery is combining the latter two - called snowkiting.