Your On-Demand Investment Team
Institutional Consulting & Training for Asset Managers
At Cyclist Investments, we believe you should be in control of your financial future. Our unique Tandem Investment service embodies this philosophy.
Your On-Demand Investment Team
Smaller asset managers face a unique challenge: you need the same depth of expertise as larger firms, but without the budget for a full, specialised team. We bridge that gap.
We provide elite, flexible support in the critical functions of modern portfolio management, acting as an extension of your team to enhance your capabilities and sharpen your competitive edge.
Our Specialised Service Pillars
We offer targeted expertise across the entire investment value chain. You can engage us for strategic projects or ongoing support in any of the following areas:
1. Strategic Research & Macro Intelligence
Macro Research: Navigate the big picture with clarity. We provide analysis of global economic trends, monetary policy, and geopolitical shifts to inform your top-down strategy.
Thematic Research: Identify and validate powerful, long-term investment themes that can drive alpha and differentiate your fund.
Quantitative Research: Leverage data-driven insights. We help design and implement systematic screens, factor models, and back-testing for robust idea generation.
2. Portfolio Design & Construction
Asset Allocation: Develop strategic and tactical asset allocation frameworks tailored to your fund’s mandate and risk tolerance.
Sector Selection: Cut through the noise with disciplined, fundamentals-based analysis to identify the most attractive sectors for allocation.
Portfolio Construction & Risk Management: Move from a collection of ideas to a cohesive portfolio. We assist with position sizing, correlation analysis, and implementing robust risk controls to protect capital.
3. Execution & Stock-Level Alpha
Stock Selection & Idea Generation: Access our rigorous, bottom-up research process to source high-conviction stock ideas that fit your strategy.
Trading Strategies: Enhance execution and explore systematic trading approaches to improve entry/exit points and manage implementation shortfall.
The Cyclist Advantage: Our guidance is not theoretical. It is grounded in the same pragmatic, asymmetric risk-focused investment philosophy that drives our own capital. You gain the insight of a former Multi-Asset Portfolio manager and Head of Research from top-tier global institutions, without the overhead of a permanent hire.
Scale Your Expertise, Not Your Payroll
Contact us to discuss a flexible engagement model tailored to your firm’s priorities.
