The Sinergia investment process

At Sinergia, individual investment decisions are grounded in a systematic, logical and disciplined investment process. Our investment process is structured into three stages:

• planning
• implementation
• control

This approach is aimed at enabling investors to seize the best opportunities that the market presents from time to time while also allowing systematic implementation of opportune adjustments in response to changes in initial conditions.

The management of the portfolio is based on a core-satellite approach, where the core part of the portfolio goes beyond seeking to replicate the performance of the benchmark market and has the added objective of generating value through the risk-return binomial.