Guide
Smart Momentum
Investing in US equities with a systematic approach
SYSTEMATIC APPROACH
A smart way to invest in US equities
Wall Street is the beating heart of the global stock market. Yet anyone investing in US equities today is often faced with the question: How can I aim to harness this potential – without committing solely to technology stocks?
« For investors, the question is therefore not so much whether they should invest in US equities, but rather how they can best do so. »
This e-book outlines an approach aiming to capitalise on the opportunities of the US market in a broadly diversified yet systematic manner. The aim is to capitalise on long-term trends, spread risk across many sectors and make decisions based purely on rules – free from emotion, free from hype.
The strategy is exposed to these different risks: Risk of loss of capital, discretionary management risk, equity risk, modelling risk, exchange rate risk, counterparty risk, currency risk, volatility risk, liquidity risk, concentration risk, risk associated with the use of derivatives, sustainability risk, quantitative management risk.