Our approach to investment

Our Approach

Forward thinking, comprehensive,
and customized to your needs.

Flexible investment approach

Managing investments throughout a series of economic cycles has enabled us to leverage on our ability to adapt to change in line with market conditions.

Our professionals and their collective experiences helps to facilitate with a flexible investment approach as we strive to anticipate the best course of action for our clients and their assets.

Enhancing asset preservation

As value investors we prioritize the preservation of capital before exploring the potential for gains. We consult contemporary and fundamental research findings to identify value driven opportunities ahead of market recognition.

Margins of safety

Positioning capital with a margin of safety enhances asset preservation until such time the wider market recognizes the potential inherently built into undervalued assets. At this stage we anticipate that natural market forces activate price movements as momentum builds and profits are realized.

Collaborating business

We believe that a shared approach, through the collaboration of knowledge and expertise, enhances our ability to effectively deliver on our promises as we work to exceed the expectations our clients have of us.

Collective expertise

Our professionals work in a team-based environment as we integrate expertise into a single, powerful knowledge based asset management structure. Analyzing sector specific research across geographies and asset classes, our professionals utilize their discipline based management expertise to develop targeted solutions that meet the investment preferences and needs of each client under our care.

Flexible management style

Effectively managing assets through this period of increased market volatility requires a skill and intuition developed only through experience and active participation.

Under consideration of a rigorous research process, our research specialists seek to anticipate market movements to identify opportunities as they emerge and to contain the effects of volatile conditions. Proactively managing assets in this way helps us to consistently deliver on our absolute investment returns philosophy.

Customized benchmarking

We do not expect our clients to follow an institutional benchmark or the periodic performance of stock market indices. Instead we provide a measure of performance that is directly linked to client specific objectives. We believe that this approach to custom benchmarking provides each client with a detail examination of how effectively their assets are being managed.

Evallon Global Investment Our Clients

Our Clients

We serve a dynamic client base comprised of private clients,
family offices and institutions located in over 45 countries.
  • Private investors and families
    Private Investors

    Our private clients are individual, retail investors whom seek to the dedicated attention to the efficient management of their wealth accomplished only through the bespoke client-centric model that has become the hallmark of our firm.

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  • Familiy Office client services
    Family Office

    Our family office services are designed around the specific needs of high-net worth families whose financial management requirements demand the dedication of a professionally managed solution.

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  • Institutional investment clients

    At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.

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