Selection
Our portfolios
Positive and sustainable returns
Plan your goals for a financial future of opportunity, and optimise the results of your investment with the least risk through absolute diversification.
At Altarius Capital we seek to optimise the results provided by the financial markets while accepting the least risk, through absolute diversification: the most effective method for avoiding the concentration of risk in a portfolio.
Selection is made up of a variety of globally and sectorally diversified assets which, together, provide strength, efficiency and an improved balance between return and risk.
The pillars of Selection
Four pillars that aim to give Selection a high probability of recovery even in adverse economic scenarios.
Stability
Diversification within the portfolio allows for risk control.
Efficiency
Better or, at worst, similar results to those of competitors with a lower risk.
Liquidity
The security of always having a counterparty and being able to receive money just by placing a sell order.
Low cost
The assets held cost less than the competitors' average, which increases the portfolio's return.
How does the investment process work?
Selection is based on three universal pillars (active, passive and liquidity), using specific criteria that allow assets to be selected according to a series of qualitative and quantitative parameters.
Active strategy
The manager makes an exhaustive selection, seeking proposals based on its own criteria in order to obtain higher returns than those offered by the market.
Passive strategy
This strategy seeks to achieve the returns offered by benchmark indices in the money, bond and equity markets, with the manager setting the appropriate weightings based on the analysis of ratios and indicators.
Liquidity strategy
When the manager identifies high levels of uncertainty and/or systemic risk in the markets, the portfolio is held in cash or money market instruments. These levels result from an analysis of the macro and microeconomic environment to protect our clients' capital against adverse scenarios.