Our investment approach
At Trusted Funds, we believe superior long-term returns come from active management and genuine diversification. Guided by our quantamental approach, our experienced team builds portfolios that go beyond traditional benchmarks.
Our Philosophy
A human-driven quantamental approach
We combine data-driven models with fundamental analysis, with our experienced investment team's judgment at the heart of every decision.
Our philosophy rests on four interconnected pillars that guide our investment decisions
Top-down approach
Strategically tilting exposures across geographies and themes, guided by macroeconomic insights from our Head of Macro
Fundamental research
Identifying promising and high-quality companies through rigorous research reports, financial statement analysis and qualitative assessments
Quantitative modeling
Leveraging data and proprietary models systematically screen, rank, and uncover investment opportunities
Bottom-up approach
Narrowing a broad investment universe into a focused selection of high-potential ideas for deeper analysis
Our Fund Strategy
Our Equities RDT-DBI strategy
We apply our quantitative approach to deliver active global equity exposure that goes beyond traditional passive indices
Genuine diversification
We actively manage exposure across regions, sectors, and factors, avoiding benchmark concentration and emphasizing often under-appreciated markets such as Europe and Asia.
Factor-driven returns
By integrating academic-backed factor premia like Quality, Value and Growth, we aim to enhance long-term returns while reducing risks across economic cycles.
Mid to large-cap focus
We invest in resilient large caps and select mid caps offering superior growth potential and high profitability. We look for pricing inefficiencies, focusing on value, quality and growth investing at reasonable prices.
Our Process
Our Equities RDT-DBI process
From a broad universe to a concentrated portfolio, every step is designed to be rigorous, systematic, and transparent
Universe modelling
Screening mid-to-large caps stocks listed in developed markets. Filtering for liquidity criteria, accounting anomalies and outliers Analysis of stock's eligibility for RDT-DBI regime
Quantitative ranking
Proprietary quantitative model calibrated for each region and factors. Within each sector, stocks are scored against key fundamental and technical parameters and ranked accordingly
Fundamental research
Rigorous fundamental and qualitative analysis supported by our proprietary valuation framework and complemented by external research providers
Portfolio Management
Optimized diversification across regions, sectors and factors Concentrated positions to fully capture convictions Reconciliation of top-down and bottom-up approach
Fund Details
Equities RDT-DBI
A sub-fund of our Belgian institutional SICAV, offering actively managed, long-only global equity exposure while benefiting from the RDT-DBI regime
At a Glance