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D'Agostino & Co | Francisco D'Agostino

 

Investment Strategy

D'Agostino & Co. investment strategy consists of a transparent five-stage approach applied to every potential investment:

1. - IDENTIFY INVESTMENT UNIVERSE

Identify special investment opportunities within our economic sectors:

- Finance.
- Telecommunications.
- Energy.
- Real Estate.
- Industrial services.
     
2. – RESEARCH & DUE DILIGENCE

Conduct a thorough and rigorous due diligence process that focuses on:

- Quantitative Elements, such as: Performance, volatility, correlation.
- Qualitative Elements, such as: Transparency, background check, business operational structures.

3. - INVESTMENTS

Create a portfolio that adequately diversifies investments across:

- Geographies.
- Strategies.
- Multiple Sectors.
- Adequate Position Sizing.
- Rigorous Statistical Analysis.

4. - PORTFOLIO MONITORING

- Continually monitor strategies and market tendencies.
- Ability to change/adjust strategy fast and efficiently.
- Communicate results appropriately to shareholders, investors & financial backers.

5. - RISK MANAGMENT

- Continually monitor the risk profile for each investment and the overall portfolio.
- Actively supervise the performance of our investments.
- Dynamically trade assets to preserve our capital investments.

This investment process allows D'Agostino & Co. to deliver robust investment performance in changing market conditions; achieving above average results when markets are favorable, while protecting our shareholder’s capital when market conditions are difficult. D’Agostino & Co. is concerned with absolute returns not relative returns.