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Strategies

How we invest

A disciplined, top-down to bottom-up approach

At Assets Glocalization Unicorn, strategy begins with a macro view of global growth, inflation, policy and sentiment. We translate those insights into asset-class tilts, then apply bottom-up security selection to build diversified, risk-aware portfolios aligned to each client’s goals—across Wealth Management, Retirement Planning, and Portfolio Management.
Macro-led Research-driven Risk-disciplined Client-centric
Investment strategy overview
Playbook

From global regimes to security selection

1) Macro Regime

Evaluate growth, inflation, policy & liquidity to define the prevailing macro regime.

  • Business cycle mapping
  • Rate & FX dynamics
  • Risk appetite & spreads

2) Asset Allocation

Translate the regime into tilts across equities, fixed income, cash, and diversifiers.

  • Strategic core + tactical tilts
  • Diversification by drivers
  • Liquidity-aware positioning

3) Security Selection

Bottom-up selection using fundamentals, quality and risk/return discipline.

  • Cash flow, balance-sheet strength
  • Valuation & catalysts
  • Downside sensitivity
Building blocks

Strategy modules we combine to fit your goals

Each module can be used standalone or blended into outcome-oriented portfolios.
Core Equity

Core Equity (Domestic & Global)

Broad equity exposure with quality and earnings-durability bias; dynamic country/sector tilts informed by our macro view.

  • Quality, cash-flow focus
  • Factor balance (Value/Quality/Growth)
  • Risk-aware position sizing
See portfolio processSee portfolio process
Fixed Income

Fixed Income & Cash Management

Blend duration, credit quality and liquidity for stability, income and ballast against equity volatility.

  • Sovereigns, IG credit, selective HY
  • Curve positioning & rate hedging
  • Laddering & liquidity tiers
Retirement income focusRetirement income focus
Global Macro & Diversifiers

Global Macro & Diversifiers

Target uncorrelated return streams and risk mitigation through macro tilts and diversifying exposures.

  • Real assets & commodities
  • FX, rates, and volatility overlays
  • Tail-risk & drawdown tools
Institutional capabilitiesInstitutional capabilities
Income & Thematics

Income & Defense / Thematic & Factor

Design sleeves for income objectives or exposure to durable themes and factor premia.

  • Dividend & covered-call equity income
  • Defensive equity, min-vol, quality
  • Secular themes with valuation guardrails
Tailor to your goalsTailor to your goals
Risk management

Defense first, then offense

We manage downside risk through position sizing, diversification by driver, and disciplined rebalancing. Scenario analysis and stress tests complement fundamental review. For retirees, sequencing-risk controls help stabilize withdrawals across market cycles.
  • Drawdown & volatility bands
  • Stop-loss & review triggers on idiosyncratic risk
  • Calendar & threshold-based rebalancing
  • Liquidity tiers for shocks & cash needs
Our portfolio disciplineOur portfolio discipline Retirement safeguardsRetirement safeguards
Risk management and rebalancing
Clarity

Reporting that keeps you in control

You receive clear reporting on performance, attribution, risk and fees—plus direct access to our team for reviews and events.

Attribution

Know what’s driving results—asset class, sector, factor or security-level.

Risk & Liquidity

Volatility, drawdowns, concentration and liquidity tiers—tracked & managed.

Fees & Alignment

Transparent pricing aligned to client outcomes—no hidden costs.

Partner with Assets Glocalization Unicorn on your strategy

Investors with active investment with solid liquidity in sums or who has the capacity to build a team of investors stand a chance of being offered a company representative position, if interested, send us a mail or write to any of our support services channels.

Representative ProgramRepresentative Program Contact UsContact Us

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