How can you adjust your exposure to equity markets in line with economic cycles?

(Video in French)

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How can you adjust your exposure to equity markets in line with economic cycles?

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In a recent interview conducted by Vincent Tourraine of Club Patrimoine, Charles Lacroix, CEO of IRIVEST Investment Managers, presents Chahine Equity Europe Flex and discusses the investment philosophy underpinning this strategy, as well as the specific features of his approach to European equity markets.

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Drawing on 28 years’ experience in developing high-performing quantitative models, this ‘all-road’ equity solution combines our expertise in stock selection with flexible management of exposure to European markets. What sets it apart is its ability to dynamically adjust equity exposure, from 0% to 100%, using our proprietary Economic Momentum model, which guides asset allocation in line with the European economic cycle.

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Through a quantitative approach structured in three stages (stock selection, portfolio construction and exposure management), Chahine Equity Europe Flex aims to capitalise on opportunities in European equity markets whilst adapting its risk level to different market conditions.

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View the full interview to find out more about the strategy, its methodology and the vision behind it.

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Many thanks to Vincent Tourraine and Club Patrimoine for this discussion and the opportunity to present our approach to European equity management.

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