Ricardo Castillo outlines why resilient portfolio construction goes beyond passive investing alone. While efficient markets are best accessed through passive strategies, active management remains valuable in less efficient segments where skilled managers can generate alpha.
He presents Mirabaud’s dynamic investment approach, which combines tactical asset allocation with alternative investments such as gold, hedge funds and long-short equity strategies to enhance diversification and manage risk across market cycles.
The interview further highlights the role of private assets in long-term wealth creation, as well as the importance of helping Clients overcome behavioural biases. By combining investment expertise with a long-term perspective, Mirabaud aims to build portfolios designed to preserve and grow wealth across generations.
