Sumus Capital has been created by technicians who have been working together for over 15 years.
Academic studies as well as experience show that performance is mainly driven by accurate asset allocation decisions. A clear allocation between bonds, equities and currencies is always central. Other factors may play a positive role; however, should the allocation be wrong, the performance will be mediocre.
We believe we have good skills in strategy and bonds management. Exposure to other asset classes will be taken mainly via ETFs or third party funds.