SERVICES / INVESTMENT ADVISORY
In our work, every detail matters.
We make sure to identify each client’s separate needs and construct portfolios fully aligned with the end-client’s constraints and risk tolerance.
Our fundamental principle is that “risk drives returns” and therefore we manage our portfolios from the standpoint of portfolio-wide risk control and not the micromanagement of individual positions.
We are also strong advocates of the use of a systematic approach to portfolio management that guarantees robust, repeatable and consistent investment performance.
We offer commission-based, Independent Investment Advisory services to U/HNW clients, while their assets are held in the depository institution of their choosing, in various developed market jurisdictions.
Clients receive personalized portfolio management advice, based on their individual investment profile, goals & constraints.
Differentiating from the investment proposal of traditional Private Banks which constrain client portfolios to a very narrow investment universe and mostly in a long-only setting, Whitetip Investments strives to build portfolios able to deliver absolute performance in every market environment.
Building upon the tools provided by – Whitetip’s proprietary integrated portfolio & risk management system – investment selection and follow-up risk management are performed in a disciplined & systematic way, thus ensuring capital preservation and positive absolute performance over the long-term.
Our number one priority is capital preservation which will allow to take drastic advantage of market dynamics once opportunity arises.
We strongly believe that investment performance is derived from prudent risk-management and not over-sized positional wagers. We focus on issues like position-sizing and exit strategies, rather than cluttering the portfolio with “buy-and-forget” investments, as is so common in the run-of-the-mill portfolios of most Private Banks.
We are strong advocates of the old investment adage of “cut your losses short and let your profits run”, thus never allowing losses to mount and not attempting to time the market, or conceal underperforming value traps as long-term conviction.