To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework
— Warren Buffett – preface to Benjamin Graham’s The Intelligent Investor

Style Investing

Our strategies are based on a systematic process, that takes advantage of market cycles and is immune to emotional biases, which has been shown to provide above average returns and below average risk in the past.

This process is based on 4 main building blocks:

  1. Stoik’s Style Timing Model

  2. Stoik’s Stock Ranking Model

  3. Stoik’s Portfolio Optimizer

  4. Stoik’s Risk Model Exposures & Checks

Our investment philosophy is influenced by some classical investing books and well fundamented academic research.

Our preferred fee scheme is aligned with investor's interests: fees dependent on performance; and below average total fees.