OUR PHILOSOPHY IN MIXED FUNDS
Solvetis' mixed funds apply active and prudent management based on a top-down approach
Analyzing the global macro environment to invest in markets with the most attractive valuations and optimize the risk-reward ratio
Top-down approach
Starting from a broad view of macroeconomics and the market, we seek the combination of assets that best suits the current environment.
Active management
Flexibility is one of the key aspects of asset management, both in asset allocation and in the underlying strategies.
Strategic
In both fixed income and equities, the rigorous selection of stocks and issuers is one of the fundamental pillars.
We explain our work process so you know what to expect when HIRING A MIXED FUND
Analysis
macroeconomic
When building a multi-asset portfolio, the first step is to define the context through a rigorous macroeconomic analysis.
By constantly monitoring macroeconomic data, both “soft data” (leading data) and “hard data” (realized data), we build an objective view of the state of the economy of the world's major powers.
Asset
Allocation
By combining market valuations and expectations with the macroeconomic outlook, we identified which assets do not effectively reflect the context.
This allows us to build portfolios that maximize the relationship between profitability and risk, since we can choose those asset families that best suit the current circumstances with the best profitability prospects.
Selection of stocks and issuers
Once the major asset families have been selected, we look within each one for the highest quality stocks or issuers.
Ultimately, the key lies in the constant review of this three-part process, detecting opportunities and changes in order to adapt portfolios when necessary.
When building a multi-asset portfolio, the first step is to define the context through a rigorous macroeconomic analysis.
By constantly monitoring macroeconomic data, both “soft data” (leading data) and “hard data” (realized data), we build an objective view of the state of the economy of the world's major powers.
By combining market valuations and expectations with the macroeconomic outlook, we identified which assets do not effectively reflect the context.
This allows us to build portfolios that maximize the relationship between profitability and risk, since we can choose those asset families that best suit the current circumstances with the best profitability prospects.
Once the major asset families have been selected, we look within each one for the highest quality stocks or issuers.
Ultimately, the key lies in the constant review of this three-part process, detecting opportunities and changes in order to adapt portfolios when necessary.
OUR MIXED investment funds
other types of funds
Explore other Solventis investment funds.
FIXED INCOME
At Solventis, we manage fixed income with a philosophy based on prudence, quality, and the constant search for opportunities that generate real value for our clients.
EQUITY FUNDS
Solventis' investment philosophy is distinguished by a rigorous bottom-up fundamental analysis process, where asset selection is focused individually on the intrinsic quality of the company.
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Differences in fund classes with currency hedges
FEDERAL SYSTEM
Your Questions, Answered
Clear answers to help you make informed financial decisions with confidence.
What is a mixed fund?
It is a fund that combines fixed income and equities within the same product, seeking a balance between risk and return.
Can a mixed fund adapt to different market scenarios?
Yes. That's its main advantage. In flexible funds, the manager adjusts exposure to different assets according to the market environment.
What is the time horizon for mixed funds?
Generally a medium or medium-long horizon, depending on the percentage of equities the fund may have, usually between three and five years.
What type of investor are mixed funds suitable for?
For investors seeking diversification, balance, and comprehensive management, without having to combine multiple products on their own.