Investiments

At Calix we believe that a well-structured portfolio should go beyond the simple objective of maximizing returns.

Our approach seeks to align financial performance with the values and principles we consider essential to generating a positive impact on the world. To this end, we have developed a portfolio construction methodology in five fundamental steps.

Calix Method

®

A robust asset selection and portfolio building process that seeks to align financial performance with the values and principles we consider essential to generating a positive impact in the world.

The analysis begins with a comprehensive overview of the global macroeconomic landscape.

We assess factors such as economic growth, monetary and fiscal policies, interest rates, and inflation in different regions of the world.

This allows us to understand the environment in which investments are embedded and to identify long-term trends that may impact markets.

1

Macroeconomics
Global

Every economy goes through cycles of expansion and contraction.

In this step, we analyze which phase of the economic cycle each region is in.

This analysis is crucial for anticipating market movements and adjusting asset allocation strategically.

2

Economic
Cycles

Based on macroeconomic insights and identified economic cycles, we determine which sectors of the economy have the greatest potential for growth or resilience in specific periods.

We invest in sectors that benefit from economic conditions, but that are also aligned with our values.

3

Promising
Sectors

After defining the promising sectors, we conducted an in-depth analysis to identify the best companies within those sectors.

We considered factors such as financial strength, growth potential, corporate governance, and social impact.

We looked for companies that not only deliver consistent financial results but also demonstrate responsibility in their practices.

4

Selection of

Companies

Our methodology culminates in the application of an ethical and values-based filter that underpins our worldview.
We exclude companies involved in activities that we consider destructive or harmful, such as predatory exploitation, abusive labor practices, or sectors that contradict our fundamental values.

Thus, we ensure that our investments reflect financial excellence, integrity, and purpose.

5

Value

Filter

Investiments

Calix Method

®

A robust asset selection and portfolio building process that seeks to align financial performance with the values ​​and principles we consider essential to generating a positive impact in the world.

1

Macroeconomics Global

​Every economy goes through cycles of expansion and contraction. In this step, we analyze which phase of the economic cycle each region is in. This analysis is crucial for anticipating market movements and adjusting asset allocation strategically.

2

Economic Cycles

​Based on macroeconomic insights and identified economic cycles, we determine which sectors of the economy have the greatest potential for growth or resilience in specific periods. We invest in sectors that benefit from economic conditions, but that are also aligned with our values.

3

Promising Sectors

4