About the Company
Overview of expertise and experience
Strategy One is an investment advisory firm with extensive experience acting as investment adviser/consultant and asset manager. We offer a range of services for supporting and managing investments in the stock markets of the US, Asia and the Eurozone. Our service offering includes:
- Advisory management of investment portfolios: equity and bond markets of the US, the Eurozone and Asia
- One-off consultations on investment products
- Assessment of existing investment portfolios
- Monitoring of portfolios without discretionary management
- Investment coaching (training programmes for private investors)
The firm's professionals have more than 20 years of experience in financial markets. Their expertise includes asset management, advisory support for investments and market analysis. Their professional background includes the following roles:
- Julius Baer – Head of Investments, Moscow office
- Ingosstrakh-Investments – portfolio manager for Ingosstrakh Group insurance reserves in international markets; portfolio manager for mutual funds “Advanced Technologies” and “International Markets”
- General Invest – portfolio manager for strategies investing in US and Russian equity markets
- BCS – Head of Research
- Troika Dialog, Aton, Renaissance Capital – equity research
Assets under advisory, USD m
Investment positions in the firm’s coverage universe
Years of experience
Institutional Investor rankings
Investment Portfolios
Our investment focus covers a range of portfolios that differ by asset class, risk profile and geography
US Strategic Equities (IT sector)
The portfolio consists of fast-growing US IT stocks, including developers of system and application software, semiconductor and electronic component manufacturers, and producers of computer hardware
US Broad Market Portfolio
The portfolio includes large-cap US companies classified as value stocks and offering attractive dividend yields
Asian Equity Market
The portfolio invests in Asian equities with a focus on Japan, India and China, with an emphasis on high-quality value companies