Overview

We are hard workers, systematic, emphasizing long-term capital preservation that focuses on returns, low volatility, and a selection process based on strict macro and micro-economic analysis. These principles may guide us, but they do not restrict us either – ongoing monitoring and risk management help us continue to create the best results for our clients in a dynamic world. We transposed these principles into six mutual funds advised by our teams, with successful strategies and audited track records. These funds offer our clients appropriate exposure to a wide range of investment opportunities and asset classes. We take three main approaches to asset management:

• High conviction

  We take a benchmark-unconstrained, long-only approach to investing with the aim of delivering consistent, absolute performance while maximizing risk-adjusted returns.

• Factor-based

  Our factor-based strategies focus on shared characteristics of securities and aim to deliver sustainable risk-adjusted returns. We strive to create resilient portfolios by equally balancing exposure to factors across cycles.

• Alternative

  We also create more complex strategies, designed to help our clients benefit from diversification and changing market conditions in order to achieve long-term inflation protection

Amelia Real Estate AG

Direct Investments

Our investment strategies work for individual and institutional investors by giving them not only diversification and balanced allocation but also access to private opportunities.

Our proprietary network stretches across United Kingdom, Europe and Asia and allows us to source off-market alternative investment opportunities for our clients. In particular, it opens the door to a lot of opportunities with privately owned companies, seeking expansion capital or partial exit.

We target resilient business models, proven over time, with solid market positioning and sustainable cash flows. While we provide access to private equity and private debt investments, we always look to balance capital preservation and appreciation.

We aren’t just another passive investment manager. We are always looking to co-invest with locally established, trusted partners, providing operational expertise along with exit options.

Private Equity

Our investment strategies work for individual and institutional investors by giving them not only diversification and balanced allocation but also access to private opportunities.

Our proprietary network stretches across Europe and Asia and allows us to source off-market alternative investment opportunities for our clients. In particular, it opens the door to a lot of opportunities for privately owned companies, seeking expansion capital or partial exit. We target resilient business models, proven over time, with solid market positioning and sustainable cash flows. While we provide access to private equity and private debt investments, we always look to balance capital preservation and appreciation.

We aren’t just another passive investment manager. We are always looking to co-invest with locally established, trusted partners, providing operational expertise along with exit options. Whether you are funding your retirement, preparing for a major purchase or laying the foundations for your children’s education, our tailored approach always balances wealth preservation and capital appreciation.

Private Deals

Our private debt opportunities seek to finance well-established businesses through fully vetted loans. Our experience in credit risk analysis provides yield enhancement to your portfolio, helping increase your core returns while keeping your risk management. To explore how our investment strategies could work for you, contact us today.

Amelia Real Estate AG

Quantitative Finance

Portfolio Management

At Amelia Real Estate AG, we believe in innovation and remain at the forefront of financial markets combined with technology to create value for our clients.

Our quantitative research division marries investment expertise with best-in-class quantitative techniques to create investment strategies. After years of research, we developed our proprietary AI-based quantitative investment framework. Extensively trained and continuously learning, the framework generates actionable insights from a broad range of data.

Information is crucial to make well informed investment decisions. Recently, the big data revolution generated an unprecedently high volume of powerful signals, which cannot be handled by humans. This includes non-financial information, commonly known as alternative data, ranging from sentiment and social data, to web traffic and search volume for specific terms.

We leverage the power of big data to anticipate market movements, identify opportunities, and mitigate downside risk. To handle the volume of data we collect and process every day, our technology systematically analyzes and combines feeds to create proprietary indicators.

Data

Expertise

We do not aim to replace finance professionals with technology, but to extract and combine the highest potential of both sides. Idea generation is the core of our research process, we leverage our investment expertise to find new trends, source relevant data and develop investment theses.

Always evaluating new hypothesis, our quantitative research team continuously improves and develops new models to achieve the highest standards. After extensive refinement and backtesting, we enrich AI with new strategies to stay ahead of the curve and realize superior performance across a broad range of assets. To explore how our quantitative investing approach could work for you.

Fund Advisory

We do not believe in taking unnecessary risks with our clients’ capital, so we never will. The success of our asset management strategies comes from always placing our clients at the heart of what we do. High-net-worth individuals, families, and institutional investors alike need capital protection, low volatility, and a rigorous selection process based on expert analysis.

By balancing capital preservation with growth in a sustainable way, we emphasize downside protection so that your wealth and assets are shielded from the fluctuations of the market. Volatility does not offer families a secure foundation to build their futures on, and we never prioritize short-term gain over long-term stability.

The six mutual funds we advise help us tailor our asset management strategies to your goals, each giving you exposure to a large range of investment opportunities across geographies and asset classes.

To discuss these strategies in more detail, talk to our asset management team today.

Contact us if you have any questions

Have a questions? We are always interested in what you have to say, so why not get in touch? If you have any questions or queries, please click on the button (Contact Us) below to get in touch with us, and we will get back to you as soon as possible.