Our boutique investment firm thrives, creating lasting prosperity through innovative strategies and unwavering client collaboration.
There is a never-ending argumentation between retail investors, financial advisors, qualified investors but also professionals. The main topic is “EFFECTIVE INVESTMENT”. But what should we understand under the effectiveness?
We, at Convexional, are convinced that a professionally executed decision must be a well-informed one, based on data not just assumptions. We believe that active investing is better than passive, and liquid alternatives should be part of a professionals’ investment portfolio.
Now, we stand there to defend our words.
Forecasting is hard and inevitable faulty. We do not say it’s not useful or wrong, but we would rather not recommend it as a key stone when building your long-term resilient portfolio
Adaptation is a more useful approach than forecasting and we use it as our main philosophy.
When combining two assets in your portfolio, for example, stock index and bond index, it’s easy. But what about other assets? And what about other asset classes? Wide correlation matrix can be used when dealing with tens or hundreds of assets in your investment universum. But which to pick and how to balance between them?
We believe that adaptive, well balanced and highly diversified portfolio containing the more the better asset classes is able to perform across all economic and market regimes.
We live in a world where numbers, big data, research, and databases rule every aspect of our lives. Why should investing be different? Why should you listen to your feelings instead of deriving conclusions from understandable numbers and facts? We apply rigorous research and every decision made is based on numbers and data. We put together systematic approach with econometric logic.
Adding another and another layer to your investment portfolio creates exponentially rising complexity of outcomes in terms of risk. That’s why it is very important to understand not only your limits, but also the limitations of every investment strategy and their combination.
Combining strategies into a so-called multistrategy systems is a very popular approach, but not an easy one.
Michal Krondiak has a strong background in portfolio management and over ten years of professional experience from various areas of finance. He holds a degree from University of Economics in Bratislava from 2011.
Prior to incorporating Convex Investment Management B.V. he worked as CIO in a fully quantitative investment fund using dynamic allocation principles, managing and allocating capital from institutional and private clients.
Having started out as a commodity futures trader in 2011, he has 12 years of experience in business, technology and investments. Michal engages as advisor, panellist and evangelist of the whole alternative investments field.
Dominik Cisár holds a Master’s Degree in Finance with distinction award Nottingham Trent University and University of Economics in Bratislava.
Moreover, he is a CFA Charter candidate and a member of CFA Society Slovakia.
Previously, Dominik worked in the portfolio management team at Eurizon Asset management, the second biggest asset management company in the Slovak republic with EUR 1.6 billion assets under management..
Thanks to his position in portfolio management, investment committee and research, he has gained a deep domain expertise in portfolio management.
In a boutique asset management company, culture and ethics play a crucial role in establishing and maintaining the company’s reputation and success. The culture of a boutique firm is often characterized by a strong sense of community, collaboration, and shared purpose. The company’s core values and beliefs are reflected in the way its employees interact with each other and with clients.
One of the most important ethical considerations in a boutique asset management company is a commitment to acting in the best interests of clients. This involves adhering to strict fiduciary standards and providing transparent and accurate information about investment performance, fees, and risks.
Another important ethical consideration is maintaining a culture of integrity and professionalism. This includes being honest and transparent in all business dealings, avoiding conflicts of interest, and upholding high ethical standards in all aspects of the business.
In a boutique firm, employees are often empowered to take ownership of their work and encouraged to collaborate and share knowledge with colleagues. This promotes a sense of accountability and responsibility, which can lead to better decision-making and more effective management of client portfolios.
The company culture in a boutique asset management firm also values innovation and creativity. Employees are encouraged to think outside the box and come up with new and innovative investment strategies that can deliver superior returns for clients.
This culture helps to establish trust and credibility with clients and sets the foundation for long-term relationships based on mutual respect and shared goals
