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Philosophy

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We believe in creating value and in preserving our assets.

Research and identification
of potential asset management opportunities

A management team can only achieve great results in the medium to long term if it is able to systematically identify inefficiencies in asset pricing and exploit the management opportunities they create.

Tactical asset allocation
and stock picking

March A.M.'s investment philosophy strikes a balance between long-term value creation and asset preservation. March A.M. is an investment boutique that specialises in tactical asset allocation and company selection.

Conviction in active management

An asset preservation strategy is based on the conviction that active management—not replicating benchmarks or managing with high tracking error—is an important source of added value for the performance of a portfolio.

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