How We Work
Our Investment Philosophy
At Fiba Portfolio Management, our investment philosophy is based on the belief that strategic and tactical asset allocation, supported by a multi-asset approach and actively implemented in line with the targeted risk profile, can create meaningful differentiation and long-term value.
Our Investment Strategy
Operating in a dynamic, evolving, and highly volatile economic environment, our investment strategy is built on a balanced approach across short-, medium-, and long-term horizons.
Our core strategic approach involves determining a long-term asset allocation based on the expected returns, risks, and correlations of the asset classes we utilize over a one-year and longer horizon, and then managing portfolios actively through shorter-term tactical decisions implemented on a monthly basis around this allocation.
While our primary objective in asset allocation is to include instruments that best represent the return potential of each asset class, we believe that—particularly in equity selection—stocks with a high long-term alpha generation potential should have a meaningful presence in portfolios. In this respect, we employ a combined top-down and bottom-up investment approach.
Our Decision-Making Process
- Integrating a deductive approach based on macroeconomic developments with an inductive approach grounded in micro-level analysis
- Using fundamental analysis as the core tool, supported by technical analysis
- Simultaneously analyzing global markets and Turkey’s economic conditions
- Investing in line with the risk levels defined by investors
- Aiming to deliver returns above the benchmarks specified by investors
- Making appropriate investment choices while maintaining a balanced risk–return profile