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A clear, rigorous and disciplined investment process
A flexible mandate and the use of derivatives means that the strategy can effectively modify its duration, from -3 to +7. This means the strategy aims to perform strongly in both inflationary and deflationary environments and can be a sound long-term investment across multiple cycles.
The strategy aims to maintain a hard limit of 5% ex anté volatility. This is done through analysis of the macroeconomic situation, and careful security selection based on the team’s proprietary risk/return ratio.
DNCA Invest Alpha Bonds is an unconstrained global strategy investing across a wide range of assets, including international government bonds, rates, credit (investment grade and high yield) and currencies worldwide. This allows the team to find more opportunity while also adding greater diversification.
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income and alternative investments. There is no assurance than any investment will meet its performance objectives of that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.
Created in 2000, DNCA Finance is recognized for conviction-based management across asset classes, management styles (Value, Blend and Growth) and geographical regions.
Their wealth management approach puts risk considerations at the center of their engagement, embedding them into each stage of the investment process whether it be financial or extra-financial dimensions.
Their investment offering is organized around five areas of expertise (Fixed Income, Global Macro, Multi-Asset, Equities and Beyond). Their strategies are well recognized and have been regularly awarded.
