Our Motivation

Our Motivation

At SAR we are driven by passion and dedication; being patient and disciplined, we work harder than most to achieve greater success.
Our Vision

Our Vision

To be one of the leading investment boutiques for active investment strategies in the field of scientific, research-driven, model-based, quantitative portfolio management.
Our Beliefs

Our Beliefs

We believe in strict risk management to avoid drawdowns and to benefit from the superior power of return compounding.
Our Commitment

Our Commitment

To provide outstanding results and excellent added value with high quality, absolute return and Alpha generating investment solutions.
Our Culture

Our Culture

To consistently innovate and to advance the success of our investors and clients with the quality of our products and services.
Our Focus

Our Focus

To trade highly active and very liquid investment strategies with outstanding performance and an exceptional level of transparency.
Our Ethics

Our Ethics

To commit ourselves and live up to high standards of ethics and compliance.

Adaptive Asset Allocation (AAA) – A Paradigm Shift

We believe Modern Portfolio Theory (MPT) is not wrong, it is mainly incomplete. Based on its development history, it has been designed with a limited – rational – conception of the human being, its behavior and decision making processes. Humans are not purely rational beings, they are rather emotional, which strongly influences their decision making. This presents a challenge to traditional – MPT based – finance theory and is a true paradigm shift.

The new world order in investing is a dynamic one. Markets and participants are driven by evolutionary forces such as competition, mutation, reproduction and natural selection. As a result markets are dynamic and context dependent. Convergence to an equilibrium is neither guaranteed nor predictable, behavioral biases abound.

This presents fertile ground for active and especially quantitative asset managers – SAR has developed its own proprietary Adaptive Asset Allocation (AAA) approach and is intensively working this ground to achieve the best results for its investors.

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