Robert Morel

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since Apr 20, 2019

About Robert

My systematic framework incorporates top-down global macroeconomic analysis with fundamental analysis. I typically allocate 80% of my portfolio to core holdings with a horizon of 12 months plus, with the remaining 20% deployed to tactical trading opportunities with a sub 3-month horizon. My portfolio allocation is reviewed regularly with rebalancing typically taking place at month intervals to reduce turnover. Market conditions and macroeconomic data are continuously monitored in accordance with dynamic risk management.

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