4 core principles⠀leading our trust philosophy
Confidence and reliability
Our low-risk products aim that our client’s wealth not only does not lose value over time but will grow and enhance over the long-term.
Proven expertise
All our products based on our own results and experience that was build during the last 5 years.
Transparency and independence
Earning our client’s trust is our priority; this is why we operate with transparency and independence.
Personalized solutions
When we focus on your goals through understanding your objectives, we can unlock more investment opportunities for you that are off-limits to others.
We serve Family Offices and Individuals for growing and preserving wealth. Our conservative strategies aim to protect your capital while generating sustainable growth.
We strive to deliver personalized, objective, and transparent investment consultations tailored to our clients' unique financial goals, risk tolerances, and timelines. Through rigorous analysis, continuous education, and unwavering integrity, we aim to build long-term relationships based on trust and mutual success.
We guide our clients towards financial security, growth, and prosperity, ensuring their investments align with their aspirations for the future.
Our Strategy
AT ALANITA BG, we are risk-averse, and we are simple. Based on the experience of great investors, we trust and follow their main common rules:
Invest in what you know
Building a client assessment helps us to suggest assets that are not only in the circle of competence of our team but also of our client.
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Don’t lose
In our valuations we use our custom margin of safety models to achieve the highest probability to avoid any loss.
Invest in businesses with excellent management
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We have developed our own management valuation system, which allows us to assess the quality of management, that can or cannot lead the company to exceptional results.
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Our Services
We cover a wide range of offerings, including a variety of research, data analysis and customized consulting solutions tailored to your specific needs. From macroeconomic and geopolitical outlooks to assessments of US, European and Chinese stock and bond markets.
What⠀we offer
Some clients prefer PDFs, others PowerPoint presentations, and others raw numbers. Based on the client’s needs we offer any type of formats, that may include economic expertise, sector and business reviews, management analysis, comparison methods and SWOT, securities valuations, varieties of the depth of all analysis and many more!
Tailored research
Our clients can get access to all our research and data that already have been made and collected.
Inhouse data base
We provide a range of live consultations via the most convenient channels for our clients. These consultations may include analysis, portfolio reviews, education, updates and more.
Life format consultation
We value time and the quality of the content, so we offer our clients newsletters with investment and entertainment materials, pre-selected and verified by our experts. Among the materials you can find links to articles and notes, reports, books, video, films, and podcasts.
Media and reading suggestions
We offer a conservative approach that can be adjusted to any strategy and risk tolerance of our clients.
Investing strategies
5 core investing strategies ⠀leading our success
Growth
Investors seek out stocks of companies that demonstrate above-average earnings growth potential. Growth investors focus on companies with innovative products of services, expanding market share, and strong prospects for future growth, even if the current valuation may be high.
Value
Involves identifying undervalued stocks that are trading below their intrinsic value. Value investors employing this strategy typically look for companies with strong fundamentals, stable earnings, and healthy balance sheet.
Income
Also known as dividend investing. This strategy involves selecting stocks or other income-generating assets that provide a steady stream of income through dividends or interest payment. Income investors prioritize assets with attractive dividend yields or bond coupon rates.
Contrarian
A way to go against prevailing market sentiment by buying assets that are out of favor or undervalued according to our analysis. Contrarian investors believe that markets tend to overreact to news or events, presenting opportunities to buy assets at discounted prices.
Index
This passive investment strategy involves investing in index funds or exchange-traded funds (EFTs) that track a specific market exposure and typically have a long-term buy-and-hold approach.
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Macro themes:
Inflation/Deflation
Monetary Policy Trends
Fiscal and Financial Position
Demographics
Geopolitical influence on sectors and economies
Other economic indicators
Sectors / Industries:
Telecom / 5G / Next Generation Wireless
Technology / Automation / Digitization
Banks & Fintech
Healthcare & Biotech
Retail & E-commerce
Energy
Defense
Automobile
Consumer Staples & Discretionary
Themes⠀we cover
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ALANITA BG
Disclaimer: Not Financial Advice. The information provided by ALANITA BG is for educational and informational purposes only and should not be considered financial advice. Our consultations, recommendations, and analyses are based on our professional judgment and interpretation of market trends, but they do not constitute personalized investment advice.
Investing involves inherent risks, and past performance is not indicative of future results. Any investment decision you make should be based on your individual financial situation, objectives, risk tolerance, and investment horizon. It is essential to conduct your research or consult with a qualified financial advisor before making any investment decisions.
ALANITA BG does not guarantee the accuracy, completeness, or reliability of any information provided, nor do we endorse any specific investment products or strategies. We disclaim any liability for any loss or damage resulting directly or indirectly from the use of our services or reliance on the information provided. By engaging with ALANITA BG and utilizing our services, you acknowledge and agree that any investment decisions you make are your sole responsibility, and you agree to hold ALANITA BG harmless from any losses or damages incurred.
Investing involves inherent risks, and past performance is not indicative of future results. Any investment decision you make should be based on your individual financial situation, objectives, risk tolerance, and investment horizon. It is essential to conduct your research or consult with a qualified financial advisor before making any investment decisions.
ALANITA BG does not guarantee the accuracy, completeness, or reliability of any information provided, nor do we endorse any specific investment products or strategies. We disclaim any liability for any loss or damage resulting directly or indirectly from the use of our services or reliance on the information provided. By engaging with ALANITA BG and utilizing our services, you acknowledge and agree that any investment decisions you make are your sole responsibility, and you agree to hold ALANITA BG harmless from any losses or damages incurred.
