Investment Strategy – The Queen on the Chessboard
As investors in the stock market, we face a daily influx of vast amounts of information. To consistently deliver better returns than our benchmark indices and competitors, we believe it is essential to have an investment process that stands apart from traditional approaches used by most fund managers.
Many equity funds follow a fixed investment style, which can at times fall out of favor with the market and underperform.
Our approach is different. Instead of being confined to one specific style - like a pawn, knight, bishop, or rook on the chessboard - we strive to be like the queen: flexible, adaptable, and capable of moving in multiple directions. This allows us to capitalize on varying market conditions and investment regimes.
Our goal is to generate risk-adjusted excess returns over time, regardless of which investment style the market favors at any given moment. In short, we follow a trend- and momentum-driven investment strategy, based on three key components: identifying stock price trends and revisions in analysts’ estimates, combined with the portfolio manager’s qualitative insights and assessments.
You can read more about our investment process here. (lenke: https://www.delphifunds.com/management-concept/investment-process)
Have questions about investing in Delphi’s funds? Please get in touch with one of our team members.