AvantGarde is our flagship equity investment strategy, built on our Iceberg Monetary Theory and on our investment competence.
AvantGarde seeks absolute return, above the MSCI World Index, achieved with less risk. AvantGarde targets 10% return on capital from long or a combination of long/short equity positions.
Read Part I: Why Can't They See It?, Part II: A World Without Growth? and Part III: How Will It Unfold This Time? of our series on money and the global economies. The order on the dollar is coming to an end. What does this means for all of us?
Our Iceberg Monetary Theory is based on and developed from the quantity theory of money and its premise that money supply and price levels are in direct proportion to each other. The Iceberg Monetary Theory explains past and present price levels and allows us to glimpse future prices by concerning ourselves with the global order on the dollar, what money is, how it works and where & when it travels.
The Iceberg Monetary Theory looks at the global order that changed from a single dollar system to a dualistic dollar system. The system is comparable to the structure of an iceberg, the tip the US dollar and the bottom, hidden from view under water and much larger than the tip, the dollar denominated money created by the economy.
In this dualistic system, instabilities have become the norm. The sharper and more permanent, the stronger and longer the gravitational pull acts on currencies, interest rates, equities, commodities, on the economies as on income distribution.
The Iceberg Monetary Theory provides a framework to make informed investment decisions.