CONCEPT AND PHILOSOPHY
Expertise
A team of seasoned professionals and serial entrepreneurs with a strong track record in investment management and business execution.
Fully exploiting the top-down capital market view and bottom-up cross asset class security selection expertise.
Specifics
Top-down house view: cross asset, equity global regions, bond market segments, alternative investments and FX view.
Bottom-up base: stock selection in Europe and the US with a large cap focus incorporating our sector house view.
Instruments
Multi asset approach:
Direct investments, funds, ETFs, structured products, liquid alternative investments including precious metal.
SPECIALIZED PORTFOLIOS CAN BE DESIGNED ANYWHERE ON THE SPECTRUM ONCE THE RISK TOLERANCE AND ASSET PREFERENCES ARE DETERMINED
SAFE HAVEN
Suitable for investors wanting stability during periods of market stress or U.S. dollar weakness. Precious metals serve as a traditional safe-haven asset and hedge against inflation, while CHF and NOK bonds* offer exposure to strong, economies with relatively low correlation to USD-based assets. Although this strategy can still experience fluctuations, the volatility is actively monitored by Eleon Risk Management.
​
*Swiss Franc and Norwegian Kroner denominated bonds are regarded as extremely secure investments.
HIGH INCOME
BALANCED PORTFOLIO
Our flagship strategy, the most suitable portfolio for the medium and long-term investor who wants to beat inflation. Depending on the prevailing market outlook, Eleon’s experienced portfolio managers will select the best mix of growth and income assets. The concept is to apply active management and regular monitoring to catch market trends inline with medium level of risk taking.
OPPORTUNISTIC ALLOCATION
Suitable for investors with a higher risk tolerance and ideally a longer investment horizon, an opportunistic strategy that focuses on maximizing capital growth. The goal is to capture an enhanced return by selecting growth assets (mainly equities and selected fixed income assets) within niche market opportunities.
SPECIALIZED ALLOCATION
Eleon also provides dedicated customised investment solutions across all asset classes based on client preferences. Backed by deep expertise and years of experience in equities, bonds, and alternative investments, we can tailor each solution to align with your specific goals, investment horizon, risk profile and market outlook.
Disclaimer: The information presented on this website regarding Eleon Capital Management’s Managed Account portfolios is provided for general information purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instrument. Eleon Capital Management Ltd is authorised and regulated by the Cyprus Securities and Exchange Commission (CySEC) as an Alternative Investment Fund Manager (AIFM) and is licensed to provide the MiFID service of Discretionary Portfolio Management. Access to the Managed Account service is strictly limited to eligible investors as defined under applicable legislation.
​
Past performance, portfolio allocations, model strategies, risk/return comparisons, and any forward‑looking statements are illustrative and do not guarantee future results. The value of investments may increase or decrease, and investors may lose part or all of the capital invested. Performance figures may be affected by currency fluctuations, market conditions, and changes in taxation or regulatory frameworks. Any investment decision should be based on the investor’s individual objectives, financial situation, and risk tolerance, and should be made only after reviewing the relevant contractual documentation and risk disclosures.
​
Eleon Capital Management does not guarantee the accuracy, completeness, or timeliness of the information displayed on this website and accepts no liability for any loss arising directly or indirectly from the use of this material. All Managed Account strategies are implemented on a discretionary basis, and portfolio composition may differ from the indicative models shown. Investors should seek independent financial, legal, and tax advice before engaging in any investment activity.
​
This AIFM is licensed to offer MIFID services: AIFM whose authorisation under section 8 of the AIFM Law of 2013 exclusively covers the Investment management Functions of section 6(5) and the services of section 6(6)(a) of the AIFM Law