DC Value Global Balanced SI

DC Value Global Balanced is a versatile mixed fund that seeks steady and stable growth while minimizing the risks associated with purely equity investments. The fund invests globally across a diverse range of assets, including equities, bonds, precious metal certificates, derivatives, and cash. Typically, 30% to 70% of the portfolio is allocated to stocks, focusing on long-term investments in fundamentally undervalued companies with proven business models, strong ownership orientation, and solid financial health. The selection process combines quantitative criteria—such as stable profit margins, attractive return on equity, moderate debt levels, and consistent free cash flow generation—with qualitative assessments of a company's business model and its ability to maintain competitive advantages. Additionally, the bond portion of the portfolio emphasizes issuers with high credit quality, ensuring a balanced and resilient investment strategy.