Strategies

The management policy

Simplify Partners’ management is based on a core investment strategy and multiple complementary strategies designed to capitalize on specific market opportunities. The goal is to achieve consistent performance over time.

Simplify Partners’ track record, dating back to 2009 when operations began, demonstrates the effectiveness of this management approach and the team’s ability to navigate the complexities of global financial markets, delivering positive results regardless of conditions.

The core investment strategy

This strategy relies on a flexible allocation that consistently maintains a balanced portfolio of liquid assets. The guiding principle is to actively manage volatility and remain well-positioned to seize potential growth opportunities. This strategic approach has proven to be effective in all market situations, ensuring portfolio resilience, especially during adverse phases.

Complementary strategies

Corporate Bond

Aims to create alpha by purchasing corporate bonds after a significant positive event related to the issuer’s capital. The goal is to enhance the potential of companies that have experienced financial difficulties but have strong fundamentals. Investments are made following an event (for example, the sale of an asset or a capital increase for cash) that, by improving the credit profile, can trigger a recovery in share prices. More details are available on a dedicated page.

Equity

Relies on liquid futures and focuses on developed country markets, aiming to capitalize on the growth potential of specific segments while ensuring liquidity at the same time.

Gold

Based on an analysis model of the main drivers of the gold price with the aim of estimating its price in the medium and long term. Depending on the context, the strategy can serve as a hedge or a means to enhance wealth.

Aerospace and defense

The management team can rely on specialized expertise in the sector, honed over the years, including through the management of a dedicated fund that has refined its ability to identify opportunities.

Long Only India

A Mumbai-based team manages a long-only fund focused on Indian stocks: a privileged base for seizing opportunities offered by one of the economies with the greatest growth potential.