Altex Quality
Global investment fund in leading companies
Shares in large global companies that stand out for their stability, robustness and consistent earnings.
Ideal for investors seeking a concentrated, global, large-cap, high-quality portfolio with dynamic correction control.
Performance of the Altex Quality global investment fund
Why invest in Altex Quality?
Leading and robust companies
Invest in stable, established companies known for the strength of their business model and their ability to generate earnings consistently.Purposeful growth
The strategy seeks companies capable of sustained future growth, not just businesses that perform well today.Global diversification
The fund invests internationally across different markets and sectors, providing access to the best opportunities worldwide.Drawdown control
In addition to selecting quality companies, the fund incorporates dynamic protection tools to manage market correctionsInvestment philosophy
sustained growth
Altex Quality has a clear philosophy: invest in “blue chips” — large companies that stand out for the quality of their business. These are solid, well-managed companies with the capacity to grow sustainably over time. It does not chase passing trends or speculative opportunities, but rather builds a global portfolio with demanding criteria, without taking unnecessary risks and with a long-term outlook. In short, a fund designed for those who prioritise discipline and building wealth with a future-oriented vision.
Investment process: : capitalisation + protection
The Altex Quality strategy combines two lines of work. On one hand, we select a concentrated portfolio of large-cap, high-quality companies; on the other, we apply a market drawdown protection system that operates on indices. The selection process begins with a proprietary quantitative, bottom-up analysis developed by Altex AM, which filters the investment universe and identifies companies that meet the required criteria. The team then analyses each company in detail, evaluating aspects such as business strength, earnings consistency, transparency, risk assessment and market behaviour. Altex Quality is designed to capture the returns of sustained business growth as well as upward price trends. Only companies that offer a compelling combination of quality, financial strength and long-term growth potential enter the portfolio. And they are only retained as long as their fundamentals continue to support that investment thesis. Working in parallel with the stock selection process is a dynamic beta and currency hedging system that helps manage corrections.Historical performance of Altex Quality
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