Our Advisory Offering
We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.
Portfolio Management:
With a Portfolio Management Mandate, we directly manage your portfolio consistently with your risk profile and agreed investment guidelines.
We manage your portfolio under the authority of a "limited power of attorney" granting us the authorization to transact on your portfolio but not to transfer cash or securities.
Portfolio Advisory:
With a Portfolio Advisory Mandate, we provide you with a suggested asset allocation and relevant market information on a regular basis without actually managing your portfolio. We advise you with our daily reports (PCMI) and by answering your requests for information.
Investing in Trends
BentinPartner GmbH advises three wealth management products (AMCs) structured and managed by Julius Baer which are dedicated to Trend-following.
What is Trend-following?
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A purely quantitative (price and rules driven) investment strategy identifying and riding positively trending assets (and desinvesting from those that are not).
Why Investing in Trend-following?
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The strategy is adaptative and supported by Academic Research for delivering equity like returns with a lower volatility and smaller drawdowns over long periods of time.
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The strategy mitigates the impact of human investment biases (such as "anchoring", "herding", "confirmation bias" and a "reluctance to take losses").
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T-f enables to invest early in positive "outliers" that can make a decisive difference in any portfolio's performance over time.
If you believe in the reliability (and sausage making) of Efficient Markets Theory (EHT), the strategy is probably not for you.
How to Invest in Trend-following?
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You can either do it yourself. There is an infinite number of ways to apply this strategy as long as one remains faithful to its principles and rigorous in its implementation.
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Alternatively, you may outsource the strategy to investment professionals such as ourselves.
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BentinPartner proposes three AMCs focussed on Trend following:
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AMC-Dynamo
🧠 Strategy: A certificate actively managed by Julius Baer and advised by BentinPartner GmbH, applying a purely quantitative and rules-based strategy to invest in a subset of SP500 stocks displaying the best trend and momentum characteristics.
🎯Target: Experienced Investors seeking an alternative to the passive holding of an SP500 index tracker.
2. AMC-DynamEUR
🧠 Strategy: A certificate applying a purely quantitative and rules-based strategy to invest in a subset of SXXP (STOXX Europe 600) stocks displaying the best trend and momentum characteristics.
🎯Target: Experienced investors seeking an alternative to the passive holding of EUROSTOXX 50 or 600 index tracker.
📌 Positioning
- Both products target equity like returns with lower volatility and smaller drawdowns than traditional equity index trackers.
- This is achieved by combining security selection with a multi-layered macro hedging strategy at the Index and FX level.
3. AMC-DynaHedge
🧠An alternative certificate screening trend related opportunities, across a diversified range of asset classes including US and international equities, government bonds, precious metals, commodities and foreign exchange. The strategy aims to maintain a diversified asset allocation accros international markets, while desinvesting from asset classes that are trending down.
🎯Target: Experienced Investors seeking an alternative to the passive 60/40 Portfolio
📌 Positioning
AMC-DynaHedge focusses on cross asset diversification and exhibit most of the time a lower risk profile than portfolios focussed 100% on stocks.
🔐FX Risk Management
- DynaMo, DynaMEUR and DynaHedge are CHF based products.
- They apply a currency overlay hedging program using trend-following rules to determine whether to hedge USD currency risk vs. CHF (DynaMo, DynaHedge) or EUR currency risk vs. CHF (DynaMEUR) at any point of time.
🔍 To Learn More About Trend-following...
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Top Traders Unplugged for top notch content and in-depth discussions about Trend Following.
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"Trend-following" by Michael W. Covel
🔍 To Learn More About AMCs...
🔍 To Learn More About Our Offering..
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Request Access to our dedicated web page for KIDS, Term Sheets and more detailed Power Point Presentation.
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Contact us