Introduction:

Our investment strategies form a comprehensive and systematic framework designed to generate alpha across different market cycles and asset classes. Each strategy is supported by our disciplined, data-driven approach and refined by the invaluable market experience of our Chief Investment Advisor, Kevin Lopez. We offer our clients a range of precise instruments to achieve their specific investment objectives.

Large Cap Value Strategy

Our philosophy is based on identifying market inefficiencies caused by short-term market sentiment and behavioral patterns. We use advanced quantitative models to find companies whose fundamental value is systematically undervalued by the market. Our process goes beyond traditional analysis by quantifying the long-term impact of market expectations. The SSCP Partners team leverages this deep understanding, complemented by decades of industry experience, to create lasting value for our clients based on true intrinsic worth.

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Large Cap Growth Strategy

Our approach focuses on identifying companies with sustainable, above-average growth potential. We combine proven growth factors such as revenue momentum and earnings strength with forward-looking indicators. Our proprietary model remains transparent and robust to ensure stability. A sophisticated risk management framework ensures broad diversification of the underlying factors, resulting in more consistent returns than a single-style orientation. The portfolios are continuously monitored to ensure risk control and consistent performance attribution.

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Global Equity Strategy

Traditional global indices often have a strong concentration in certain countries or sectors, leaving opportunities untapped. Our strategy takes a benchmark-independent approach that looks beyond national borders to identify the most attractive global opportunities. Our quantitative model processes vast amounts of fundamental and macroeconomic data to capture influences that drive capital flows worldwide. This model-driven process enables us to exploit unique opportunities that are often overlooked in traditional, regionally focused investment processes.

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Fundamental Value Strategy

This strategy focuses on high-quality companies with above-average growth potential that are currently trading at or below their intrinsic value. We use a powerful combination of macroeconomic top-down analysis and traditional bottom-up fundamental analysis. Our proprietary quantitative models serve as filters to screen and evaluate our investment universe. These models are based on fundamental criteria that complement and strengthen our qualitative analysis process to identify the most robust investment ideas.

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Short-Term Fixed Income Strategy (1-3 Years)

The goal of this strategy is to provide our clients with a secure and stable source of income and liquidity by investing in high-quality, short-term fixed income securities. Our relative value approach prioritizes quality, capital security, and liquidity. Active management of duration and yield curve positioning enables us to achieve consistent, above-market returns. The strategy involves a disciplined, multi-stage process that starts with capital protection and ends with the management of maturities, always taking into account the specific fund guidelines.

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Intermediate Fixed Income Strategy

The main objective of this strategy is to achieve the highest possible total return through a combination of current income and capital appreciation. We aim to outperform the benchmark over a full market cycle while maintaining a low tracking error level. The portfolio structure results from a thoughtful mix of secular, cyclical, and tactical assessments, enabling us to respond flexibly to changing market conditions and seize opportunities across the entire bond spectrum.

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Core Fixed Income Strategy

This strategy serves as a cornerstone for diversified portfolios and aims to achieve an attractive total return through a combination of current income and capital appreciation. The investment philosophy uses a top-down macro analysis in conjunction with bottom-up security selection to guide portfolio construction. We follow a consistent relative value approach focused on quality, capital security, and liquidity. This leads to consistent, above-market returns and provides stability in uncertain times.

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Global Multi-Cap Balanced Strategy

This strategy offers a dynamically managed mix of equities and bonds and provides a holistic solution for global investors. The diversified equity portfolio covers the entire capitalization spectrum from large caps to mid and small caps to international equity markets. Our active allocation between asset classes is based on our forward-looking global market assessment. This enables us to continuously adjust the risk-return profile and seize opportunities wherever they arise in the world.

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