Modus Operandi

Modus Operandi

Le strategie che governano l'operatività di Carthesio sono volte allo sviluppo del capitale investito e al contenimento della volatilità, in tutti i contesti di mercato.

La filosofia di lavoro è ispirata a:

Prudenza: bassa volatilità di rendimento.

Disciplina: rigoroso controllo del rischio in termini di concentrazione e margini di discrezionalità.

Trasparenza: struttura commissionale semplice e trasparente.

Pazienza: costruzione graduale dei portafogli, attraverso un processo di investimento disciplinato e dinamico, che si adegua all’evoluzione del mercato e alle esigenze dell’investitore.

Lungimiranza: profili di gestione strutturati sulla base di previsioni di medio termine e non su reazioni emotive a fattori estemporanei.

Collegialità: coinvolgimento dei team di ricerca, rischio e gestione in tutte le fasi del processo decisionale.
I comitati di gestione vagliano, coordinano, integrano e armonizzano tutte le scelte di investimento.

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