Funds: Best Strategies

Sam Safavi has more than 12 years of experience in fund selection and analysis at Citigroup and Deutsche bank and searches fund managers who do not follow a benchmark, but are flexible and realize positive returns while managing the volatility and risk of the portfolio.

The selection procedure is based on:

  • Quantitative analysis
  • Qualitative analysis

Much attention is given to the risk management of the selection as higher returns in the long run are being realized by avoiding important losses. Risk management comprises the use of:

  • Internal models
  • Stress-testing
  • Value at Risk (VAR) management
  • Active management of the portfolio including, profit taking
  • Using derivatives for hedging

Advantages of Best Strategies:

  • Transparency
  • Diversification
  • Active management
  • Access to the best managers worldwide
  • Risk control and Follow-up