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Risk management

Over the last decade, investment management evolved from infancy into one of the fastest growing segments of the new service economy. This is evident in the tremendous growth of assets held in mutual funds, self-directed retirement programs, hedge funds, and in derivative instruments, as well as by the continued rise in assets held in pension funds and endowments.

Daskal Capital primary target is to defend and safe our precious shareholder investments implementing all type measures and techniques in order to meet our specified investment goals satisfying investor expectations.

Investment management involves many complex steps which are broken down into following steps:

Specification of investment objectives & constrains

Investment needs to be guided by a set of objectives. The main objectives taken into consideration by DC are capital appreciation, current income and safety of principal. Identification of constrains arising out of liquidity, time horizon, tax and special situations need to be addressed.

Choice of the asset mix

In investment management the most important decision is with respect to the asset mix decision formulation of portfolio strategy. Our company sticks to good risk/yield balances, protecting portfolio against the overall risk as our target is to keep annual performance and sustainable EPS growth.

Formulation of portfolio strategy

Daskal Capital implementing flexible active portfolio management according to the market and economy specific situation adjusted current and short to medium term risks. That’s including long/short positions active hedging, region and sector diversification between all asset classes perceiving risk/yield balanced investment performance.

 Selection of securities

We select stocks after a careful sector, fundamental and technical analysis. Our company prefers to trade and invest in high graded corporations and brands with significant or dominant market share.

 Portfolio Execution

This step involves implementing the formulated portfolio strategy by buying or selling certain securities in specified amounts.

 Portfolio Revision

Fluctuation in the prices of stocks and bonds lead to changes in the value of the portfolio and this calls for a rebalancing of the portfolio from time to time. This principally involves shifting from bonds to stocks or vice-versa. Sector rotation and security changes may also be needed.

 Performance Evaluation

Time to time we assess our investment portfolio and evaluate it according to the current fundamentals and overall background by fixing the shortfalls and   optimizing the advantages

RISK MANAGEMENT STEPS:

  - Specification of investment objectives &   constrains

- Choice of the asset mix

 - Choice of the asset mix

 - Formulation of portfolio strategy

 -Selection of securities

 - Portfolio Execution

 - Portfolio Revision

- Performance Evaluation

 

 

Daskal Capital primary target is to defend and safe our precious shareholder investments implementing all type measures and techniques in order to meet our specified investment goals satisfying investor expectations.

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