Our disciplined approach to creating sustainable wealth
At Lachaise Investment Fund S.A., our investment philosophy is built on a foundation of timeless principles that guide our decision-making process and strategy development. We believe that successful investing requires discipline, patience, and a focus on long-term value creation rather than short-term market fluctuations.
Our approach combines rigorous fundamental analysis with a deep understanding of macroeconomic trends to identify opportunities that offer sustainable growth potential while managing downside risks. We prioritize capital preservation as much as capital appreciation, understanding that avoiding significant losses is crucial to long-term wealth accumulation.
Balancing growth with risk management
The fundamental principles that guide every investment decision we make
We conduct thorough bottom-up analysis of each investment opportunity, focusing on financial health, competitive positioning, management quality, and growth potential. Our research-driven approach ensures we understand the intrinsic value of every asset in our portfolios.
Our portfolios are constructed based on long-term strategic asset allocation targets that align with client objectives and risk tolerance. We maintain discipline during market volatility, rebalancing when necessary to maintain target allocations.
We employ a multi-layered risk management framework that includes diversification, position sizing, and ongoing monitoring. Our focus on downside protection helps preserve capital during market downturns while participating in growth during recoveries.
We focus on long-term value creation rather than short-term market movements. This perspective allows us to capitalize on market inefficiencies and avoid emotional decision-making during periods of volatility.
Environmental, Social, and Governance (ESG) factors are integrated into our investment process. We believe sustainable business practices contribute to long-term value creation and risk mitigation.
With expertise in both Panama and Portugal markets, we identify opportunities across developed and emerging markets. Our global perspective allows for diversified exposure and access to growth opportunities worldwide.
A disciplined, repeatable approach to portfolio construction and management
Deep dive into client objectives, risk tolerance, time horizon, and liquidity needs
Develop customized investment policy statement and strategic asset allocation
Rigorous fundamental analysis and security selection based on our quality criteria
Implementation with attention to diversification, position sizing, and cost efficiency
Continuous assessment of portfolio holdings, market conditions, and client circumstances
Regular performance reviews and disciplined rebalancing to maintain target allocations
Our investment selection process focuses on identifying high-quality businesses with sustainable competitive advantages. We evaluate potential investments using our proprietary quality framework:
Robust balance sheets, strong cash flow generation, and sustainable profitability metrics
Sustainable moats, pricing power, and leadership in their markets
Proven track record, shareholder alignment, and sound capital allocation
Sustainable growth drivers and runway for long-term value creation
Attractive valuation relative to intrinsic value and growth potential
Strong environmental, social, and governance practices
Our distinctive approach to investment management
| Investment Element | Traditional Approach | Lachaise Approach |
|---|---|---|
| Time Horizon | Short-term focus on quarterly results | Long-term perspective (5+ years) |
| Research Process | Reliance on third-party research | Proprietary fundamental analysis |
| Portfolio Construction | Benchmark-centric, closet indexing | Concentrated, high-conviction portfolios |
| Risk Management | Primarily volatility-based metrics | Focus on permanent capital loss prevention |
| Valuation Approach | Relative valuation metrics | Absolute valuation focus on intrinsic value |
| Client Communication | Periodic performance reporting | Ongoing dialogue about strategy and holdings |
We practice engaged ownership through direct dialogue with company management, proxy voting, and collaboration with other long-term investors. Our approach focuses on constructive engagement to promote sustainable business practices that enhance long-term value.
We maintain a culture of continuous learning and improvement. Our investment process evolves through:
This commitment ensures we remain at the forefront of investment management excellence.
Schedule a consultation with our investment team to discuss how our approach can help you achieve your financial goals.