Investment Strategy

Investment Strategy

Celenian employs two main investment strategies to generate high returns on capital for our investors: (i) long-term investing strategy, and (ii) short-term trading strategy.

To achieve high returns relative to the equity markets, Celenian invests in high-quality and fundamentally strong companies with long-term, value-oriented goals. Furthermore, to achieve high returns on an absolute basis, Celenian utilizes several proprietary quantitative and non-quantitative trading strategies designed to generate steady cash flows in various market conditions.

Celenian's preference for long-term investing is to invest in companies with good business characteristics. More specifically, Celenian focuses on companies that are leaders within their respective industries, that possess strong competitive positions in markets with high barriers to entry, that can grow to a large size and that earn high returns on their invested capital.

Celenian's short-term trading activities, by nature, generate most profit when the market is volatile, which frequently is the case in declining markets. Therefore, its trading strategies can help to hedge against any short-term underperformance in long-term investing, especially during the bear markets. Unlike traditional direct hedging, however, Celenian's trading strategies do not necessarily impact the performance negatively during the bull markets.

A majority of Celenian's investments are in common stocks, exchange-traded funds and options listed on the U.S. stock exchanges.