The most important thing is to understand our client’s risk profile. These are not only psychological factors, his experience in the operating business, the timing and horizons of his investment. Therefore, an investment strategy is a multifactor model that studies the psycho type of our client analyses his attitude to geopolitical risks, his experience, his experience in real business.
These factors are the main ones in building the client’s investment strategy and the investment portfolio structure. In addition, we pay great attention to macroeconomic analysis and analysis of the geopolitical state in the world. These factors greatly influence the level of capitalization of both individual companies and the market as a whole.
Considering the investment terms and the fact that we invest for a long time, a fundamental analysis of precisely those companies that we include in our investment portfolios is critical.
Experience shows that investing in the stock market is not a game at all, but extensive work on the selection and analysis of a company and the formation of a long-term investment strategy, where great attention is paid to psychological aspects.
We also consider that most aspiring stock market specialists have the wrong impression about the challenges that await them. Working in the stock market involves making many decisions in an environment with a large number of unknowns. You can spend a lot of time analyzing the company, studying the risks and growth drivers, and then a situation that goes beyond the forecast. At this point, investor psychology plays a key role. There are situations when you need to overcome your ego, admit your mistake and fix minor damage to prevent significant losses. There are also opposite situations when you need to stick to the initial decision, despite failures, that is, think not about fixing a position, but, on the contrary, about increasing it.