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.
Month: February 2023
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.
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.
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.
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.