Investment tools

Investment tools


Investment task

Investment task is to ensure capital protection and income-generation due to the formation of a neutral position in the portfolio, independent from the short-term market conditions.

Average rates on foreign currency deposits of individuals is in US dollars

Investment horizon of 2 years

Interactive approach

  • an assessment of a random process in the boundaries of statistical advantages;
  • a unique on reliability system of risk – management, which maintains market-neutral position;
  • statistical analysis and analysis of price distortions;
  • analysis of the entry / exit points and diversification of positions;
  • construction of stochastic models and analysis of companies’ markets;
  • analysis of the legislation, tendencies and trends;
  • business valuation and in-depth analysis of financial indicators;
  • evaluation and research of competitors, comparative SWOT analysis;
  • calculation of the position’s limits and analysis of market risks;
  • effective system of investor’s regulation and protection.

Investment policy

A portfolio of highly liquid companies’s securities – competitors in the various industries, with a multi-billion dollar market capitalisation. Entry points are calculated via the stochastic model. Levelling the risks of the aiming positions, a market-neutral combination is formed in the portfolio, focused on income generation, in both – with the fall, and with the growth of the stock market. Proper selection of tools provides ample opportunity for portfolio diversification and allows you to make decisions quickly.