GAR EAFI Investment Advisors - Own asset selection models.
Our own valuation models for asset selection created from the experience gained during more than 25 years managing financial assets.
asset selection, asset selection models, asset analysis, asset valuation, valuation of financial assets, equities, fixed income, real estate investment funds, investment policy, portfolio monitoring, investing, investment funds
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Selecting assets. How do we do it?

WE USE OUR OWN ASSET SELECTION MODELS

Our main competitive advantage is our expertise in the analysis and valuation of valuation of financial assets, as well as their selection. The same expertise exists is in every one of our screening processes. 

SELECTION PROCESS OF EQUITIES AND BONDS

Universe8,000 listed companies worldwide

Style selection:Intrinsic Value

Methodology:

  • Phase 1 – Macroeconomic and industry analysis
  • Phase 2 – Microeconomic analysis of companies
  • Phase 3 – Risk management and capital protection
  • Phase 4 – Monitoring

SELECTION PROCESS OF MUTUAL FUNDS

Universe200,000 funds worldwide

Style selectionIntrinsic Value

Methodology:

  • Phase 1 – Categorisation of the universe of analysis
  • Phase 2 – Application of internal model selection (internal scoring)
  • Phase 3 – Determination of the optimal portfolio
  • Phase 4 – Control and Monitoring

OUR ADVISORY MODEL

Investment Policy

We define five different risk profiles depending on the maximum level of their exposure to equities.

política-de-inversión-en-GAR

Construction

Through our own valuation models created from the experience gained in more than 25 years managing financial assets, we determine the amount of each optimal asset within the portfolio.  Based on this, the financial assets of each class are chosen with the greatest  potential for the desired goal in mind.

construction

Tracking

We are continuously   monitoring the portfolio and carrying out a daily check of the portfolio positions. All positions are adjusted in accordance with the agreed objectives of the investment policy. If required, we adjust the portfolio according to market conditions.

Tracking