Investments in the stock market are investments in companies, therefore you own a part of the specific companies in the portfolio, and the return reflects the increase in the value of the companies and includes also the dividend payment. Like investments in real estate or venture capital, equity investments are backed by future cash flow from real assets and are therefore virtually inflation-proof. For the investor who is ready to invest for the long term, a diversified investment in the global stock market is a smart way to cover inflation and generate profit. Stock investing is an appropriate strategy in case of long investment period, which would help to mitigate potential volatility of the portfolio.
| Vidēji gadā | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Globālo tirgus līderu stratēģija | 15.12% | -9.09% | 5.3% | 44.9% | -31.6% | 47.9% | 17.3% | 36.8% | 9.3% | 14.8% | 18.6% |
| Baltijas tirgus līderu stratēģija | 17.01% | 23.65% | 12.5% | 7.65% | -4.17% | 57.1% | 22.2% | 21.8% | -9.4% | - | - |
Alphinox is an investment company licensed by the Bank of Latvia. Alphinox acts only as a manager giving buy or sell orders to client’s brokerage. It does not hold any client funds. This means that all securities are in customer accounts with custodian banks. The invested assets of the clients are also not on the balance sheet of the custodian bank, thus the counterparty risk is excluded (it is not necessary to diversify the portfolio of securities in several banks in order not to exceed the guaranteed amount of the guarantee fund). Investments are made only in liquid securities, which allows, if necessary, to promptly sell open positions without unnecessary costs within 1-2 days.
Alphinox’s managed portfolios primarily consist of large well-known companies listed on global stock exchanges. Analyst team makes careful check of the company’s financial position, business model and industry to ensure that potential risks are minimized.
The management team and shareholders of Alphinox are involved in daily processes that ensure fast and efficient decision-making. One of the largest in-house analyst teams in the Baltics, allows us to make independent investment decisions based on thorough data analysis. High quality companies in any market are few. Our team's goal is to find them and create a diversified portfolio with higher returns and lower risk than the general market.
Investment decisions are based on detailed data analysis, therefore we know each company in which we invest. Our clients have access to full information about the investment decisions made. Clarity and transparency in all aspects, in our opinion, is a prerequisite for long-term cooperation. Therefore, the commissions are also simple and fair, and the client chooses the most suitable fee structure.
