“OUTSMARTING SMART BETA”
Seeking The Investment Truth
VIA AM manages Systematic Equity
and Absolute Return UCITS funds
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PRINCIPLES
Empirical evidence of what works and what doesn't
Advantages of rule based approaches over “experts”
The weakness of accounting data and the search for "economic truth"
Outperformance rooted in combining multiple investment styles
The power of simple probabilities
The difference between theory and practice
“STATE-OF-THE-ART”
SYSTEMATIC ASSET MANAGEMENT
LATEST NEWS
Mauricio’s Monthly Letter – June 2018
In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Hyundai Motor & Envision – two large caps from different countries, sectors and accounting norms. These two cases are... read moreManaging priorities in an indebted world with weak economic growth
In his latest paper, Bruno Desgardins – VIA AM’s board member and Banque Eric Sturdza CIO – discusses current global macroeconomic conditions, and their fragilities. Please find the note here: Managing priorities in an indebted world with weak economic growth –... read moreAccounting Normalization Research And Practice – Why we do what we do
In this exceptional monthly paper, Mauricio and Jordan reflect on accounting normalization in light of two very powerful and complementary drivers in the historical development of financial markets : academic papers and investment gurus. When relevant, they add... read more
FUND MANAGERS/ANALYSTS
YEARS OF AVERAGE EXPERIENCE
FUNDS,
3 REGIONAL,
2 INCOME &
1 ABSOLUTE RETURN
PARTNERS
VIA AM is the association of:
- 3 successful asset managers and analysts with robust track-records in systematic strategies,
- And a well-established European Investment Group with Eric Sturdza Management Company S.A. (Luxembourg)
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