Investment Management
DOLEFIN manages or co-manages public mutual funds. Therein, it uses its own Technical Analysis, primarily for directional issues in asset allocation tasks but also for risk management. Also its propriety stock filter tool allows screening up to 25’000 stocks, ETF’s, indices and sub-indices on a regular basis and detecting promising investment ideas.
Also, DOLEFIN uncovers potential secular bull-trends based on long-term charts analysis, which can lead to the creation of niche funds permitting its clients to fully participate from those specific investment ideas.