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𝘕𝘰𝘣𝘰𝘥𝘺 𝘬𝘯𝘰𝘸𝘴 𝘪𝘧 𝘢 𝘴𝘵𝘰𝘤𝘬 𝘪𝘴 𝘨𝘰𝘯𝘯𝘢 𝘨𝘰 𝘶𝘱, 𝘥𝘰𝘸𝘯, 𝘴𝘪𝘥𝘦𝘸𝘢𝘺𝘴 𝘰𝘳 𝘪𝘯 𝘤𝘪𝘳𝘤𝘭𝘦𝘴. 𝘠𝘰𝘶 𝘬𝘯𝘰𝘸 𝘸𝘩𝘢𝘵 𝘢 F𝘶𝘨𝘢𝘻𝘪 𝘪𝘴?
welcome to our Fintech where we build Buy & Hold Portfolios
Family Office Analytics
A Buy & Hold strategy represents the most solid and consistent long-term approach for a Family Office. It is not about chasing “market timing” or engaging in speculative trading, but about adopting the mindset of an entrepreneurial partner, grounded in corporate finance principles and the ability to build sustainable value over time.
Creating Value for Future Generations
The true objective of a Family Office is not to maximize short-term gains, but to preserve and grow wealth for the next generations. The Buy & Hold approach makes it possible to move beyond market volatility by focusing on the intrinsic quality of the businesses in which we invest.
A Rigorous Methodology
Our fintech applies a structured methodology based on:
Global screening of over 30,000 listed companies
In-depth analysis of business models, industrial strategies, financial management, and ESG sustainability
Use of big data and proprietary algorithms to assess the solidity and growth prospects of each company
Advanced Technology with 25 Years of Experience
A proprietary Market Screener, capable of identifying the best opportunities worldwide
An exclusive advanced financial analysis model, with a proven track record in building Buy & Hold portfolios that outperform benchmarks
Through this approach, a Family Office gains not only a diversified and robust portfolio, but above all a strategy that combines financial discipline, sustainability, and long-term value creation.
A Buy & Hold Strategy: The Most Solid Approach for a Family Office
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
Our Philosophy in 7 Principles
The Marathon Runner
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 accept market fluctuations
We use market hysteria to our advantage
We invest as true business partners
We invest only when it is truly worth it
We adjust the portfolio only when truly necessary
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.
