Stock portfolio: Quality

The Incirrata Quality share portfolio is based on a quantitative screening to capture high-quality companies with stable growth and profitability, with a healthy balance sheet and return on capital, with an acceptable cash flow valuation.

Stock portfolio: Opportunity

Equity portfolio Opportunity focuses on creating returns through short-term mispricing where there is clear valuation support, misunderstood growth cases with clear triggers, companies with structural drivers. 

Strategy portfolio

Incirrata's strategy is based on a model portfolio consisting mainly of shares and a smaller portion of selected products, for the best combination of long-term value growth and risk management. The portfolio has a Sharpe of 0.88 and average annual return of 14% per year.