Equity portfolio | OTB Research
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Stocks

EQUITY PORTFOLIO

We specialize in building equity portfolios that focus on a 12-18 month horizon. We cherry-pick equities in US, European, and Emerging markets to find the best investment opportunities for our clients.

INDEPENDENT ADVISOR

STOCK SELECTION

Based on price action, company fundamentals, sector rotation and market seasonality

EQUITY PORTFOLIO

Specialised in the construction of equity and satellite portfolios that integrate with existing strategy

STOCKS

We prefer equities over any other financial product

P/E RATIO & BETA

LIQUIDITY MANAGEMENT

We customise our selection based on attractive P/E Ratio and reasonable Beta.

We instruct clients on How and When to deploy available liquidity into the market.

MARKET STRATEGY

We follow our presented investment strategy based on stock selection principles

CAPITAL ALLOCATOR

INDEPENDENT ADVISOR

CONSERVATIVE

An optimal alternative to your ETF portfolio

MODERATE

An Equity portfolio seeking capital appreciation across industries

AGGRESSIVE

An Equity portfolio with tactical allocation over 12-18 months

Address

Via Francesco Crispi 3, Monza, 20900, Italy

Phone

+39 346 329 54 20

+44 7341 601 789

Email

f.bergamini@otbglobalinvestments.com

Connect

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