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Expressing Our Commitment

Our process begins with a solemn pledge to fulfill our fiduciary duty to the highest standard. We understand the immense responsibility of being designated as a "trusted advisor." When entrusted with something as significant as our clients' wealth, we feel compelled to work diligently to earn and maintain the trust placed in us.

Listening Before Acting

Our first step involves active listening to truly understand your objectives. We carefully consider the timeline for achieving these goals and pay close attention to your concerns about potential fluctuations in the capital you entrust us to safeguard and grow.

Through this attentive approach, we gain a comprehensive understanding of your needs, preferences, and concerns, allowing us to tailor our approach to precisely meet your financial aspirations.


Comprehensive Understanding

Once we have achieved a thorough understanding of your financial goals, we will engage in discussions about potential areas for improvement. This may involve delving into your investment mindset and attitudes toward risk and security. It's important for you to understand that there are no "get rich quick" solutions.

While substantial returns are possible, they require a level of risk that matches your comfort. Upon finalizing all the details, we will discuss how Gekko Fund plans to secure your financial future.

This includes outlining strategies tailored to your specific goals and risk tolerance, along with ongoing support and guidance to adapt to changing market conditions and financial objectives over time.


Approach to Investment


  • Conduct quantitative screening using proprietary behavioral models to identify investment opportunities with high potential for growth and stability.
  • Driven by model-based methodologies, our approach is repeatable, consistent, and free from emotional biases, ensuring sound decision-making in various market conditions.

  • The initial universe undergoes fundamental analysis, focusing on the top 10%.
  • Analyze non-quantifiable information to gain a comprehensive understanding of market dynamics.
  • Identify top-performing securities within each sector to construct a diversified investment portfolio tailored to maximize returns while managing risk.

  • Construct portfolios tailored to align with the unique risk profiles and investment objectives of each client.
  • Adjust sector weighting in accordance with the asset allocation model to optimize portfolio diversification and risk management strategies.
  • Diversify investments strategically to align with the client's return profile and risk tolerance, optimizing their overall investment strategy.

  • Continuously engage in active analysis of portfolio holdings to ensure alignment with investment objectives and market conditions, enabling informed decision-making and potential adjustments when necessary.
  • React promptly to market events as assets fail to meet investment criteria, employing strategic adjustments to maintain portfolio integrity and optimize performance in changing market conditions.a
  • Regularly rebalance allocation to optimize risk control, quality, and style, ensuring alignment with evolving market conditions and investment objectives.