Our
Strategy
EurAsiaX Investment Strategy:
Tailored for Informed Investors
EurAsiaX leverages a hybrid investment approach, combining top-down macroeconomic insights with disciplined bottom-up asset selection.
This enables the firm to adapt dynamically to global market conditions while maintaining a strong focus on fundamental value.
Strategic Framework
Macro-Level Intelligence
Proprietary models evaluate GDP trends, interest rate cycles, and geopolitical risks using 50+ economic indicators to guide high-level portfolio positioning.
Selective Asset & Security Allocation
Equities: Valuation-based (DCF, comparables), with a focus on cash-generative businesses
Fixed Income: Credit risk assessed using models like the Altman Z-score
Alternatives: Exposure to REITs, commodities, and up to 5% crypto via regulated ETPs
Asset Class
Global Equities
Fixed Income
Alternatives
Cash & Equivalents
Target Allocation
55 - 65%
25 - 35%
5 - 15%
0 - 5%
Key Risk Controls
Max 5% exposure per stock
Minimum credit rating BBB-
Crypto capped at 5% of NAV
Maintains liquidity buffer
Core Investment Principles
Disciplined Bottom-Up Selection
Focus on quality assets with strong cash flows and a margin of safety
Macro-Informed Asset Allocation
Portfolio weightings guided by EURASIA indicators (Employment, Utilization, Rates, Asia FX, Systemic Risk, Inflation, Assets)
Risk-Adjusted Return Orientation
Targeting a Sharpe ratio >1.2 across strategies to ensure optimal risk-reward balance