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Portfolio Construction Smart Alpha

Sprinting for Lent

As we start a new Smart Alpha “Sprint period” for out S&P500 based Strategy, it is worth reviewing how we have performed so far this year.

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View from the Edge

Banking on it

In the Spring of 2022 European Banks started to generate Accelerator long signals, slowly but surely, one by one until the sector itself lit up in a green tinge from April – June and here we are today coming out of a positive earnings season, seeing the sector re-rating.

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View from the Edge

Why why why?

So, when asked the question ‘Why did you own BP?’ you point at the image of the Apollo Investment Cycle. Answering the more difficult question, ‘Why did you not own BP during the last 2 years ?’ That’s more awkward.

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View from the Edge

Knowing Why. Showing Why.

At Libra we think differently and deliver the best user experience for Active equity investors applying the years of experience and understanding that we have in equity markets. We not only know what information is going to make a difference to client performance but provide the best experience.

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View from the Edge

Point to Point

It’s the big calls that make the big difference to both Equity and Cross Asset investors and we’ve been doing this successfully for years.