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Family Office Analytics
Our Buy & Hold approach is built on the rigorous analysis of fundamentals across roughly 30,000 publicly listed companies worldwide. We take a deep dive into:
Business models
Industrial strategies
Financial management
ESG sustainability
A true flood of data to process.
How do we do it?
Our FINTECH leverages two proprietary algorithms:
A powerful Market Screener
An exclusive advanced financial analysis engine, developed by our partners with over 25 years of experience and a proven track record
𝘕𝘰𝘣𝘰𝘥𝘺 𝘬𝘯𝘰𝘸𝘴 𝘪𝘧 𝘢 𝘴𝘵𝘰𝘤𝘬 𝘪𝘴 𝘨𝘰𝘯𝘯𝘢 𝘨𝘰 𝘶𝘱, 𝘥𝘰𝘸𝘯, 𝘴𝘪𝘥𝘦𝘸𝘢𝘺𝘴 𝘰𝘳 𝘪𝘯 𝘤𝘪𝘳𝘤𝘭𝘦𝘴. 𝘠𝘰𝘶 𝘬𝘯𝘰𝘸 𝘸𝘩𝘢𝘵 𝘢 𝘧𝘶𝘨𝘢𝘻𝘪 𝘪𝘴?
the Fintech hub where we build Buy & Hold portfolios through the continuous screening of 30,000 stocks
Our objective is fully aligned with the long-term vision of Family Offices:
Create lasting value through a long-distance approach
Consistently outperform the benchmark over time
Safeguard capital for future generations
The Marathon Runner
The Ideal Strategy for a Family Office and Patient Investors who aims to Increase Capital
Our 7 principles
We do not try to anticipate stock market movements
we invest in the real value of companies, not in short-term fluctuations
We ignore emotional reactions to macroeconomic news
we maintain a clear and rational vision, without being influenced by temporary events
We accept market fluctuations
we know that even the best portfolio can experience significant swings; we are not frightened by volatility
We use market hysteria to our advantage
we are intelligent investors, taking advantage of others' emotions rather than becoming victims of them
We invest as true business partners
we select companies we know and understand deeply, buying when we believe they are undervalued compared to their intrinsic value
We invest only when it is truly worth it
no operation is made out of fashion or necessity, but only when the opportunity is genuinely compelling
We adjust the portfolio only when truly necessary
we do not continuously change strategy; we prefer to maintain solid, well-assessed positions
We sell our holdings only in three specific cases (+1):
When the company truly loses its competitive advantages.
When we find a genuinely superior investment opportunity.
When the company becomes significantly overvalued and Mr. Market offers us an irresistible deal compared to its intrinsic value.
(+1) Or to optimize the portfolio from a tax perspective by offsetting gains and losses.
The big difference with other wealth managers?
PRICE VS VALUE
Everyone chases prices on a screen, falling victim to market hysteria and price volatility.
Price changes every day, while VALUE doesn't — it grows over time if the company creates real value. To find the right company, we rely on FUNDAMENTAL ANALYSIS, not technical analysis like traders on the floor.
That’s why we can hold a company in our portfolio for 10 years — and it has delivered a 1,400% return so far.
No asset manager can afford to do that.
