EDS CAPITAL SA - ASSET MANAGEMENT

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.

OUR INVESTMENT STRATEGIES

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 Switzerland, 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.

Portfolio Management

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.

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.

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.

If you have suggestions or requests for us? We would be pleased to answer your questions. Would you like to send us digital files or documents? Then simply use directly our e-mail address.

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