High Conviction Investment Strategy

Concentrated investment solution comprised from 8 high quality stocks which are leaders in terms of their financial solidity, business model, market position and management. Strategy has long-term investment horizon that provides an excellent opportunity to invest in the best global companies.

Alpha generation

Average portfolio return over last 5 years has been over 17% per year with an average outperformance of 7%.

High share of outperformers

Significant part of a portfolio constituents (80%) have outperformed the market while being held in a portfolio thanks to their strong international presence, market dominance in actively growing sectors and profiting from macro trends.

Low volatility

Despite being highly concentrated investment solution, Top 8 portfolio risk level is moderate comparing to the market, proving that high quality companies provide adequate risk level.

Highly focused equity strategy

Global Quality Top 8 Strategy (EUR)
MSCI World Index (Net TR in EUR)

Past performance is not a reliable indicator of current or future performance. The performance is in EUR including transaction costs, dividends are reinvested, without management fees. YTD Performance is calculated provisionally as of the end of the period and may experience adjustments due to retrospective dividend bookings.

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Performance Summary
Global Quality Top 8 Strategy (EUR) MSCI World Index (Net TR in EUR)
YTD Global Quality Top 8 Strategy (EUR)1.6 % MSCI World Index (Net TR in EUR)8.31 %
1 Year Global Quality Top 8 Strategy (EUR)27.95 % MSCI World Index (Net TR in EUR)22.27 %
3 Year p.a. Global Quality Top 8 Strategy (EUR)9.47 % MSCI World Index (Net TR in EUR)9.81 %
5 Year p.a. Global Quality Top 8 Strategy (EUR)14.75 % MSCI World Index (Net TR in EUR)11.45 %
Since Inception p.a. Global Quality Top 8 Strategy (EUR)17.7 % MSCI World Index (Net TR in EUR)10.99 %
Alpha
5.7 %
Beta
1.09
Sharpe Ratio
0.77
The track record of the product represents composite performance result based on Top 8 strategy product provided by associate Switzerland-based company Hérens Quality Asset Management AG. Further information on the product is available upon request. The value of the money invested in the strategy can increase or decrease and there is no guarantee that all or part of your invested capital can be redeemed.

Minimized Risk & High Liquidity

Alphinox as an asset manager does not hold any client assets, all assets are held by client's custodian bank.
Invested client assets are not on custody bank’s balance sheet, thus does not carry counterparty risk.
Investments only in liquid financial instruments, which allow, if necessary, to sell them promptly at no extra cost.
Investments exclusively in high quality companies that provides lower risk than general market.

FAQ

  • Almost 20 years of experience and one of the largest financial market analyst teams in the Baltics allow us to make independent investment decisions based on clear and detailed data analysis. We know every company which we select into investment portfolio, and our clients have access to full information about the investment decisions made.
  • It is not possible to predict portfolio return, especially in the short term. Historical performance of the stock market in the long term (> 3 years) is around 8-10% a year. We have proven that we can create investment strategies that have higher returns and lower risk than the general market.
  • Investments are made in stocks of companies, which means that investors become partial owners of the specific companies in the portfolio. Stock return reflects the increase in the value of the companies and includes paid dividends. There are only a few high-quality companies in the general market and our team's goal and focus is to find them and create a diversified portfolio.
  • We do not apply a minimum investment amount. Becoming Alphinox customer, you can start with any amount of capital. However, to cover service costs, minimum monthly commissions can be applied (depending on the selected custodian bank), therefore it is recommended to create an investment portfolio starting from EUR 50 thousand.
  • Clarity in all aspects, in our opinion, is a prerequisite for long-term cooperation, so the commissions are also simple and transparent. The standard management fee is 0.8% per year of the portfolio value. It is possible to reduce the management fee by making payments from the profits made.
  • 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. 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 investment period is not fixed, the client can stop using Alphinox services at any time, and sell the securities portfolio or continue to manage it independently. In case less than 18 months have passed since the start of the service, the client will need to pay a management fee for this period.
  • Send your contacts to info@alphinox.com, 26161168 (WhatsApp) or call 67808975. We will answer the unclear questions and send the necessary documentation to become our customer.
  • The value and performance of all securities in the portfolio can be seen at any time in the custodian's bank account. Customers receive a detailed portfolio report once a quarter. Information about the portfolio companies and investment decisions made is also available to clients upon request.

This marketing communication is for information purposes only and does not constitute an offer, solicitation or recommendation to buy or sell any investment instruments, to effect any transactions or to conclude any legal act of any kind whatsoever. Although Alphinox Quality AS believes that the information provided herein is based on reliable sources, it cannot assume responsibility for the quality, correctness, timeliness or completeness of the information contained herein.

 

*Alpha: the excess return of an investment relative to the return of a benchmark; Beta: the relative volatility of an investment; Tracking Error: difference between the return fluctuations of investment and benchmark