Appeared in AGEFI Luxembourg - 10/07/2026
Structure before selection: the decision that drives most of your returns
In an opinion piece, CEO Tim Vanvaerenbergh argues that investors often start with the wrong questions: which funds or stocks, which track record. Research shows that returns depend mainly on how assets are allocated across asset classes. ShelteR Investment Management therefore builds portfolios from building blocks and selects the best available manager for each component, including external ones.