Investments

The Globevest Capital Real Estate Fund specializes in the acquisition and management of short-term rental properties in prime locations across the United States and Canada. With a growing portfolio of over 75 vacation homes listed on trusted platforms such as Airbnb and VRBO, we generate
sustained and predictable rental income thanks to rigorous asset selection and proactive management.

 

Globevest Capital thus offers investors a turnkey opportunity to benefit from both stable income and capital growth in the dynamic short-term rental and real estate investment sector.

At Globevest Capital, portfolio construction is based on active risk management and rigorous return optimization. Our strategy combines bond and equity markets to offer a balance between stability, capital growth, and income generation.

In bond management, we favour a strategic selection of quality corporate bonds, based on an in-depth analysis of credit spreads, interest rates and the financial strength of the issuers.

In equity management, we target large-cap companies that are financially sound and have proven business models, with a particular focus on those that demonstrate a sustainable ability to pay and grow their dividends over the long term, supported by robust cash flows and a solid financial structure.

The covered call option selling strategy is part of our active management approach aimed at maximizing risk-adjusted returns. It involves holding quality stocks with growth potential and generating additional income by collecting premiums from the sale of call options on those stocks.

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The premiums received provide a recurring income stream and help mitigate the impact of market corrections. Conversely, the potential for capital gains is capped at the strike price when the security exceeds this threshold. At maturity, positions are revalued and adjusted based on market conditions and the fundamental outlook of the companies held.

This approach allows us to improve the overall return of the portfolio while reducing volatility, within the framework of disciplined management consistent with our risk control philosophy.