Investment Philosophy

Investing with experience

  • Risk Comes First

We believe that a portfolio’s return is only judged by its risk and whether an investment is suitable for the investor’s profile.

  • Prudent Approach in Advising and Managing Portfolios

Whatever the investment objective, from wealth preservation to income generation or capital appreciation, we ensure a disciplined and thoughtful approach.

  • Focus on Absolute Return

The primary objective is to protect clients’ wealth.

  • Strategic Asset Allocation

This is what effectively drives returns. We listen carefully in order to define your investment objectives.

  • Top-Down Approach

Macroeconomic and geopolitical factors are always considered to guide decisions.

  • Portfolio Construction

There are no constraints — open architecture, best-in-class manager selection, direct investments in Bonds and Equities, ETFs, Structured Products, Hedge Funds, Private Equity, and Commodities.

  • Proactive Advisor and Manager

We are not bystanders to volatility. Flexibility in implementing tactical decisions is key to protecting your assets.

Pollux Investment Sàrl

15 Boulevard F.W. Raiffeisen, L-2411 – Luxembourg

Company Number: B188743

VAT: LU27044260