ITESM CCM – AXE Capital
What is your investment strategy? In simple terms describe your investment approach.
We have a multi-strategy approach, seeking to diversify in the local and international market with the purpose of maximizing returns with an optimum risk level. This investment strategy is mainly based in a top-down analysis that consists in 4 steps: macroeconomic analysis per industry, correlation with key market drivers, fundamental valuation per share (with DCF and multiples), and technical analysis. For the Asset Allocation we have determined that If the market is bullish, the fund will be composed of 25% of passive management which only includes ETFs. The other 75%, will be composed by active management. If the market is bearish, the fund will be composed of 50% of ETF, 45% of active management and 5% of cash. AXE Capital seeks long term capital growth by investing in shares from the S&P 500 Index, that will be chosen with our key performance indicators according to the market trends.
What do you think about the markets now?
Based on our macroeconomic analysis, we believe that the market has an upward trend due to factors such as employment, monetary policy, etc. In this case, it is observable that S&P500 continues to close at new maximum levels. Besides, there is a positive thinking towards markets in the US, since there are new proposals to be discussed soon such as tax regulations in US. Sectors in the US continue to grow.
What do you think will drive the markets in the near future?
Can you tell us more about the team members and what are their background? Include licenses, certifications and other credentials.
What do you think about the Peeptrade University Challenge?