Reports
Behind every analysis decision lie weeks of reading: data, conversations with managers, scenarios we calculate ourselves. Part of that we write up into a report.
No market forecasts, no price targets. Research into strategies, structures and trends, with the figures and the sources included, so you can check our conclusion instead of having to believe it.
The reporting
Analysis, structure, market and strategy. The series is in preparation: let us know which report you would like to receive and we will send it as soon as it is ready.
01 · Analysis
Of the global universe of investments, only a handful is left after our analysis. This report shows the six filters, the drop-off rate at every step and the five most common reasons for rejection. Including three anonymised files on funds that looked excellent on paper.
02 · Structure
Owning forty funds is not diversification if they all hang on the same economy. We calculated the correlations of widely used fund combinations and set the build-up of a real multi-strategy approach against them.
03 · Market
Arithmetic instead of rhetoric: savings sitting still in the holding company for years, calculated through in several scenarios, before and after costs. Not advice, but the figures you take into the conversation with your accountant.
04 · Strategy
What the strategy promises, where it fails and the three questions to put to every manager before you invest. Including the questions we asked ourselves and the answers that made us walk away.
While the series is in preparation, you can read the published pieces in the insights and in podcast & news.
Fund documentation
Those belong with the funds, not with the research. You will find them in full, with supervision and custody, under documentation & security.
That is possible. Zyco van Esveld, portfolio manager, will walk you through the findings, including the places where he had doubts himself.
