Altex Growth
Dynamic growth investment fund
Shares in innovative companies in expansion phase that lead growth in disruptive and promising sectors.
For investors seeking already-profitable companies with sound financial health, with the added security of dynamic hedging strategies on equities and currencies.
Performance of the Altex Growth investment fund
Why invest in Altex Growth?
Investing in real growth
Selection of niche market leaders in expanding sectors, growing above average with strong future potential.Companies with real competitive advantage
Innovative businesses through technology, production processes and product design, with significant barriers to entry and the ability to grow earnings. .Global diversification
An international portfolio of companies across different disruptive and promising sectors — companies set to transform the world.Drawdown control
Incorporates dynamic hedges on equities, regional index futures and currencies to reduce risk.Investment philosophy
disruptive leadership with a safety net
At Altex Growth we look for companies that not only grow, but have the capacity to lead their sector in the future.
These are innovative companies with solid business models and real competitive advantages, capable of sustaining and growing their earnings over time. The key lies in investing in structural long-term trends, backed by businesses that are already profitable and financially sound. The objective is to capture that sustained growth while maintaining active risk control.
Investment process: investing today in tomorrow’s leaders
The main strategy of Altex Growth is to capture the historically superior returns of growth equities compared to global equity indices. It targets markets in expansion phase with significant future potential. It combines two levels of analysis:
Quantitative analysis: identifies companies with attractive growth characteristics within the investment universe.
Qualitative analysis: our team of analysts evaluates key aspects such as business model, innovation, competitive advantage and long-term growth potential. Selected companies share the following characteristics:
- Niche market leadership
- Technological or process innovation
- Clear barriers to entry
- Above-average growth capacity
The portfolio is reviewed weekly, taking into account potential market or stock-specific events, and is complemented by dynamic risk management through index and currency derivative hedges. This allows the portfolio to reduce exposure during periods of greater uncertainty and smooth corrections, while maintaining growth capacity in bull market phases.
Historical performance of Altex Growth
All Altex Growth documentation, at your fingertips
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