Private investment fund · Prague
AMG-INVEST manages a diversified portfolio of liquid instruments on international markets. Decisions follow a defined process: macroeconomic and fundamental analysis, controlled risk and continuous monitoring of liquidity.
AMG-INVEST ecosystem
An investment research and educational tool
An intelligent assistant for analysing financial markets, understanding macroeconomic events, exploring investment instruments and working with AMG-INVEST research materials.
An educational service. It does not provide personal investment advice, is not a broker and does not manage capital. It opens on ai.amg-invest.cz, where its conditions of use are set out.
Example questions
Examples only. Answers are generated in the assistant service, not on this page.
Philosophy
Decisions follow a defined process and an agreed mandate, not individual news or market sentiment.
Exposure is spread across asset classes, regions, currencies and issuers, within internal limits.
Portfolio structure is reviewed as macroeconomic conditions, interest rates and volatility change.
Investment strategy
The strategy combines macroeconomic analysis with a fundamental assessment of individual instruments. The list describes the universe the fund may consider; it is not the composition of the current portfolio.
Shares of companies listed on regulated markets.
Government and corporate debt of varying maturity and credit quality.
Exchange-traded funds with broad market or sector exposure.
Instruments with transparent market pricing.
Developed and, selectively, emerging markets, excluding the Russian Federation.
Interest rates, inflation expectations, currencies and volatility.
Fund overview
Conditions of participation and the regulatory status are set out in the legal notice at the bottom of the page.
About the fundPortfolio transparency
The fund's net assets are published with valuation date, source, status and data quality. Values that have not been verified are not shown.
Loading data…
The data is older than three days. The value is shown as of the stated date and is not a current valuation.
Net assets data is currently unavailable. No value is shown.
Total net assets of the fund. This is not the value of a share (NAV per share).
Investment intelligence
Growth, inflation, monetary policy and their effect on asset classes.
Equity, bond, currency and commodity markets.
Relative attractiveness of asset classes and regions.
Scenarios, stress conditions and liquidity.
Alternative paths of market development and their consequences for the portfolio.
Latest insights
Publications will appear here once they are released. In the meantime, the Investment Assistant can explain market topics and AMG-INVEST materials.
Open the Investment Assistant (opens in a new tab)Risk management
Risks cannot be eliminated. They are identified, assessed and kept within internal limits.
Diversification across asset classes and regions; scenario analysis that includes adverse and stress conditions.
Monitoring of the sensitivity of the bond portion to changes in interest rates.
Assessment of currency exposure; hedging instruments where justified by risk management.
Preference for liquid instruments with transparent pricing; continuous monitoring of liquidity.
Avoiding concentration in individual instruments, issuers or markets.
Internal policies, regular risk monitoring and review of processes.
Request information
Information about the fund, the conditions of participation and the documentation is provided on request to eligible investors after verification.
Personal data. When you contact us, we process your contact details only to respond to your request and to meet legal obligations, in accordance with the GDPR. Please do not send sensitive personal data by e-mail. Privacy policy